Mbl Wealth, LLC Ishares Core S&P Sm Cap ETF Transaction History
Mbl Wealth, LLC
- $866 Million
- Q3 2024
A detailed history of Mbl Wealth, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Mbl Wealth, LLC holds 237,764 shares of IJR stock, worth $28.2 Million. This represents 3.21% of its overall portfolio holdings.
Number of Shares
237,764
Previous 237,232
0.22%
Holding current value
$28.2 Million
Previous $25.3 Million
9.9%
% of portfolio
3.21%
Previous 3.04%
Shares
14 transactions
Others Institutions Holding IJR
# of Institutions
2,617Shares Held
502MCall Options Held
1.04MPut Options Held
671K-
Northwestern Mutual Wealth Management CO36.3MShares$4.31 Billion3.79% of portfolio
-
Bank Of America Corp Charlotte, NC31MShares$3.68 Billion0.31% of portfolio
-
Morgan Stanley New York, NY18.7MShares$2.22 Billion0.16% of portfolio
-
Envestnet Asset Management Inc17.8MShares$2.11 Billion0.69% of portfolio
-
Wells Fargo & Company San Francisco, CA16.1MShares$1.92 Billion0.44% of portfolio