Montis Financial, LLC Ishares Core S&P Sm Cap ETF Transaction History
Montis Financial, LLC
- $280 Million
- Q3 2024
A detailed history of Montis Financial, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Montis Financial, LLC holds 45,368 shares of IJR stock, worth $5.22 Million. This represents 1.89% of its overall portfolio holdings.
Number of Shares
45,368Holding current value
$5.22 Million% of portfolio
1.89%Shares
1 transactions
Others Institutions Holding IJR
# of Institutions
2,569Shares Held
500MCall Options Held
1.04MPut Options Held
671K-
Northwestern Mutual Wealth Management CO36.3MShares$4.18 Billion3.79% of portfolio
-
Bank Of America Corp Charlotte, NC31MShares$3.57 Billion0.31% of portfolio
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Morgan Stanley New York, NY18.7MShares$2.15 Billion0.16% of portfolio
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Envestnet Asset Management Inc17.8MShares$2.04 Billion0.69% of portfolio
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Wells Fargo & Company San Francisco, CA16.1MShares$1.86 Billion0.44% of portfolio