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 $390,481. This represents 0.13% of its overall portfolio holdings.
Number of Shares
3,233
Previous 3,225
0.25%
Holding current value
$390,481
Previous $343,000
10.2%
% of portfolio
0.13%
Previous 0.13%
Shares
12 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