Mbe Wealth Management, LLC Ishares Core S&P Sm Cap ETF Transaction History

Mbe Wealth Management, LLC

$160 Million
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2020 Aug 14, 2020	SELL	$50.99 - $75.55 $9,739 - $14,430	-191 Closed	0 $0
Q1 2020 May 07, 2020	BUY	$49.11 - $85.52 $9,380 - $16,334	191 New	191 $10,000

Others Institutions Holding IJR

# of Institutions

2,476

Shares Held

489M

Call Options Held

727K

Put Options Held

97.4K

Northwestern Mutual Wealth Management CO

34.9M
Shares

$4.07 Billion
3.68% of portfolio
Bank Of America Corp Charlotte, NC

30.4M
Shares

$3.55 Billion
0.29% of portfolio
Morgan Stanley New York, NY

18.2M
Shares

$2.12 Billion
0.15% of portfolio
Envestnet Asset Management Inc

17.1M
Shares

$1.99 Billion
0.65% of portfolio
Wells Fargo & Company San Francisco, CA

15.9M
Shares

$1.86 Billion
0.42% of portfolio

About ISHARES CORE S&P SM CAP ETF

Ticker IJR
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Mbe Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mbe Wealth Management, LLC with notifications on news.