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 $710,760. This represents 1.55% of its overall portfolio holdings.
Number of Shares
6,000
Previous 6,000
-0.0%
Holding current value
$710,760
Previous $597,000
5.36%
% of portfolio
1.55%
Previous 1.51%
Shares
1 transactions
Others Institutions Holding IJR
# of Institutions
2,829Shares Held
564MCall Options Held
554KPut Options Held
325K-
Northwestern Mutual Wealth Management CO41.3MShares$4.89 Billion3.33% of portfolio
-
Bank Of America Corp Charlotte, NC32MShares$3.79 Billion0.26% of portfolio
-
Kingstone Capital Partners Texas, LLC Frisco, TX19.3MShares$2.28 Billion0.33% of portfolio
-
Morgan Stanley New York, NY18.1MShares$2.15 Billion0.13% of portfolio
-
Envestnet Asset Management Inc16.8MShares$1.99 Billion0.56% of portfolio