Milestone Wealth, LLC Ishares Core S&P Sm Cap ETF Transaction History
Milestone Wealth, LLC
- $93.9 Million
- Q3 2022
A detailed history of Milestone Wealth, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Milestone Wealth, LLC holds 54 shares of IJR stock, worth $6,522. This represents 0.01% of its overall portfolio holdings.
Number of Shares
54
Previous 54
-0.0%
Holding current value
$6,522
Previous $5,000
-0.0%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding IJR
# of Institutions
2,565Shares Held
500MCall Options Held
1.04MPut Options Held
671K-
Northwestern Mutual Wealth Management CO36.3MShares$4.39 Billion3.79% of portfolio
-
Bank Of America Corp Charlotte, NC31MShares$3.75 Billion0.31% of portfolio
-
Morgan Stanley New York, NY18.7MShares$2.26 Billion0.16% of portfolio
-
Envestnet Asset Management Inc17.8MShares$2.15 Billion0.69% of portfolio
-
Wells Fargo & Company San Francisco, CA16.1MShares$1.95 Billion0.44% of portfolio