New Legacy Group, LLC Ishares Core S&P Sm Cap ETF Transaction History
New Legacy Group, LLC
- $36.6 Million
- Q3 2023
A detailed history of New Legacy Group, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, New Legacy Group, LLC holds 6,000 shares of IJR stock, worth $714,420. This represents 1.55% of its overall portfolio holdings.
Number of Shares
6,000
Previous 6,000
-0.0%
Holding current value
$714,420
Previous $597,000
5.36%
% of portfolio
1.55%
Previous 1.51%
Shares
1 transactions
Others Institutions Holding IJR
# of Institutions
2,606Shares Held
501MCall Options Held
1.04MPut Options Held
671K-
Northwestern Mutual Wealth Management CO36.3MShares$4.33 Billion3.79% of portfolio
-
Bank Of America Corp Charlotte, NC31MShares$3.69 Billion0.31% of portfolio
-
Morgan Stanley New York, NY18.7MShares$2.22 Billion0.16% of portfolio
-
Envestnet Asset Management Inc17.8MShares$2.12 Billion0.69% of portfolio
-
Wells Fargo & Company San Francisco, CA16.1MShares$1.92 Billion0.44% of portfolio