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

Mbe Wealth Management, LLC

$175 Million
Q3 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

2,567

Shares Held

500M

Call Options Held

1.04M

Put Options Held

671K

Northwestern Mutual Wealth Management CO

36.3M
Shares

$4.59 Billion
3.79% of portfolio
Bank Of America Corp Charlotte, NC

31M
Shares

$3.92 Billion
0.31% of portfolio
Morgan Stanley New York, NY

18.7M
Shares

$2.36 Billion
0.16% of portfolio
Envestnet Asset Management Inc

17.8M
Shares

$2.24 Billion
0.69% of portfolio
Wells Fargo & Company San Francisco, CA

16.1M
Shares

$2.04 Billion
0.44% of portfolio

About ISHARES CORE S&P SM CAP ETF

Ticker IJR
Sector ETFs
Industry ETFs

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