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 $699,360. This represents 1.55% of its overall portfolio holdings.
Number of Shares
6,000
Previous 6,000
-0.0%
Holding current value
$699,360
Previous $597,000
5.36%
% of portfolio
1.55%
Previous 1.51%
Shares
1 transactions
Others Institutions Holding IJR
# of Institutions
2,477Shares Held
489MCall Options Held
727KPut Options Held
97.4K-
Northwestern Mutual Wealth Management CO34.9MShares$4.07 Billion3.68% of portfolio
-
Bank Of America Corp Charlotte, NC30.4MShares$3.55 Billion0.29% of portfolio
-
Morgan Stanley New York, NY18.2MShares$2.12 Billion0.15% of portfolio
-
Envestnet Asset Management Inc17.1MShares$1.99 Billion0.65% of portfolio
-
Wells Fargo & Company San Francisco, CA15.9MShares$1.86 Billion0.42% of portfolio