Marks Group Wealth Management, Inc Ishares Core S&P Sm Cap ETF Transaction History
Marks Group Wealth Management, Inc
- $967 Million
- Q4 2024
A detailed history of Marks Group Wealth Management, Inc transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Marks Group Wealth Management, Inc holds 8,363 shares of IJR stock, worth $944,684. This represents 0.1% of its overall portfolio holdings.
Number of Shares
8,363
Previous 8,833
5.32%
Holding current value
$944,684
Previous $1.03 Million
6.78%
% of portfolio
0.1%
Previous 0.1%
Shares
4 transactions
Others Institutions Holding IJR
# of Institutions
2,811Shares Held
537MCall Options Held
877KPut Options Held
272K-
Northwestern Mutual Wealth Management CO38.1MShares$4.31 Billion3.73% of portfolio
-
Bank Of America Corp Charlotte, NC32.1MShares$3.62 Billion0.32% of portfolio
-
Morgan Stanley New York, NY19.2MShares$2.16 Billion0.16% of portfolio
-
Envestnet Asset Management Inc18.2MShares$2.05 Billion0.69% of portfolio
-
Wells Fargo & Company San Francisco, CA17.2MShares$1.94 Billion0.46% of portfolio