Marshall Financial Group LLC Ishares Core S&P Sm Cap ETF Transaction History
Marshall Financial Group LLC
- $458 Million
- Q3 2025
A detailed history of Marshall Financial Group LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Marshall Financial Group LLC holds 5,983 shares of IJR stock, worth $704,737. This represents 0.16% of its overall portfolio holdings.
Number of Shares
5,983
Previous 6,479
7.66%
Holding current value
$704,737
Previous $708,000
0.28%
% of portfolio
0.16%
Previous 0.15%
Shares
5 transactions
Others Institutions Holding IJR
# of Institutions
2,861Shares Held
542MCall Options Held
554KPut Options Held
325K-
Northwestern Mutual Wealth Management CO41.3MShares$4.87 Billion3.33% of portfolio
-
Bank Of America Corp Charlotte, NC32MShares$3.77 Billion0.26% of portfolio
-
Morgan Stanley New York, NY18.1MShares$2.14 Billion0.13% of portfolio
-
Envestnet Asset Management Inc16.8MShares$1.98 Billion0.56% of portfolio
-
Wells Fargo & Company San Francisco, CA16.4MShares$1.94 Billion0.38% of portfolio