Mosaic Financial Group, LLC Ishares Core S&P Sm Cap ETF Transaction History
Mosaic Financial Group, LLC
- $141 Million
- Q3 2024
A detailed history of Mosaic Financial Group, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Mosaic Financial Group, LLC holds 4,011 shares of IJR stock, worth $507,511. This represents 0.33% of its overall portfolio holdings.
Number of Shares
4,011
Previous 4,005
0.15%
Holding current value
$507,511
Previous $427,000
9.84%
% of portfolio
0.33%
Previous 0.31%
Shares
3 transactions
Others Institutions Holding IJR
# of Institutions
2,567Shares Held
500MCall Options Held
1.04MPut Options Held
671K-
Northwestern Mutual Wealth Management CO36.3MShares$4.6 Billion3.79% of portfolio
-
Bank Of America Corp Charlotte, NC31MShares$3.92 Billion0.31% of portfolio
-
Morgan Stanley New York, NY18.7MShares$2.36 Billion0.16% of portfolio
-
Envestnet Asset Management Inc17.8MShares$2.25 Billion0.69% of portfolio
-
Wells Fargo & Company San Francisco, CA16.1MShares$2.04 Billion0.44% of portfolio