Mosley Wealth Management Ishares Core S&P Sm Cap ETF Transaction History
Mosley Wealth Management
- $147 Billion
- Q3 2024
A detailed history of Mosley Wealth Management transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Mosley Wealth Management holds 5,527 shares of IJR stock, worth $690,267. This represents 0.44% of its overall portfolio holdings.
Number of Shares
5,527
Previous 4,970
11.21%
Holding current value
$690,267
Previous $530 Million
21.02%
% of portfolio
0.44%
Previous 0.45%
Shares
4 transactions
Others Institutions Holding IJR
# of Institutions
2,566Shares Held
500MCall Options Held
1.04MPut Options Held
671K-
Northwestern Mutual Wealth Management CO36.3MShares$4.54 Billion3.79% of portfolio
-
Bank Of America Corp Charlotte, NC31MShares$3.87 Billion0.31% of portfolio
-
Morgan Stanley New York, NY18.7MShares$2.33 Billion0.16% of portfolio
-
Envestnet Asset Management Inc17.8MShares$2.22 Billion0.69% of portfolio
-
Wells Fargo & Company San Francisco, CA16.1MShares$2.02 Billion0.44% of portfolio