Marshall Financial Group LLC Ishares Core S&P Sm Cap ETF Transaction History
Marshall Financial Group LLC
- $408 Million
- Q4 2024
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 7,322 shares of IJR stock, worth $867,217. This represents 0.21% of its overall portfolio holdings.
Number of Shares
7,322
Previous 7,510
2.5%
Holding current value
$867,217
Previous $878,000
3.99%
% of portfolio
0.21%
Previous 0.21%
Shares
2 transactions
Others Institutions Holding IJR
# of Institutions
2,637Shares Held
504MCall Options Held
1.03MPut Options Held
671K-
Northwestern Mutual Wealth Management CO36.3MShares$4.3 Billion3.79% of portfolio
-
Bank Of America Corp Charlotte, NC31MShares$3.67 Billion0.31% of portfolio
-
Morgan Stanley New York, NY18.7MShares$2.21 Billion0.16% of portfolio
-
Envestnet Asset Management Inc17.8MShares$2.1 Billion0.69% of portfolio
-
Wells Fargo & Company San Francisco, CA16.1MShares$1.91 Billion0.44% of portfolio