Marks Group Wealth Management, Inc Ishares Core S&P Sm Cap ETF Transaction History
Marks Group Wealth Management, Inc
- $1.02 Billion
- Q2 2025
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 7,863 shares of IJR stock, worth $887,811. This represents 0.08% of its overall portfolio holdings.
Number of Shares
7,863
Previous 8,411
6.52%
Holding current value
$887,811
Previous $879,000
2.28%
% of portfolio
0.08%
Previous 0.09%
Shares
6 transactions
Others Institutions Holding IJR
# of Institutions
2,819Shares Held
559MCall Options Held
533KPut Options Held
389K-
Northwestern Mutual Wealth Management CO39.1MShares$4.41 Billion3.37% of portfolio
-
Bank Of America Corp Charlotte, NC33MShares$3.73 Billion0.28% of portfolio
-
Kingstone Capital Partners Texas, LLC Frisco, TX19.3MShares$2.17 Billion0.33% of portfolio
-
Morgan Stanley New York, NY18.7MShares$2.11 Billion0.14% of portfolio
-
Envestnet Asset Management Inc17.8MShares$2.01 Billion0.62% of portfolio