Monterey Private Wealth, Inc. Ishares Core S&P Sm Cap ETF Transaction History
Monterey Private Wealth, Inc.
- $293 Million
- Q3 2024
A detailed history of Monterey Private Wealth, Inc. transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Monterey Private Wealth, Inc. holds 3,233 shares of IJR stock, worth $369,499. This represents 0.13% of its overall portfolio holdings.
Number of Shares
3,233
Previous 3,225
0.25%
Holding current value
$369,499
Previous $343,000
10.2%
% of portfolio
0.13%
Previous 0.13%
Shares
12 transactions
Others Institutions Holding IJR
# of Institutions
2,523Shares Held
494MCall Options Held
736KPut Options Held
97.4K-
Northwestern Mutual Wealth Management CO34.9MShares$3.99 Billion3.68% of portfolio
-
Bank Of America Corp Charlotte, NC30.4MShares$3.48 Billion0.29% of portfolio
-
Morgan Stanley New York, NY18.2MShares$2.08 Billion0.15% of portfolio
-
Envestnet Asset Management Inc17.1MShares$1.96 Billion0.65% of portfolio
-
Wells Fargo & Company San Francisco, CA15.9MShares$1.82 Billion0.42% of portfolio