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 $6,378. This represents 0.01% of its overall portfolio holdings.
Number of Shares
54
Previous 54
-0.0%
Holding current value
$6,378
Previous $5,000
-0.0%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding IJR
# of Institutions
2,476Shares Held
489MCall Options Held
727KPut Options Held
97.4K-
Northwestern Mutual Wealth Management CO34.9MShares$4.12 Billion3.68% of portfolio
-
Bank Of America Corp Charlotte, NC30.4MShares$3.59 Billion0.29% of portfolio
-
Morgan Stanley New York, NY18.2MShares$2.15 Billion0.15% of portfolio
-
Envestnet Asset Management Inc17.1MShares$2.02 Billion0.65% of portfolio
-
Wells Fargo & Company San Francisco, CA15.9MShares$1.88 Billion0.42% of portfolio