North Berkeley Wealth Management, LLC Ishares Core S&P Sm Cap ETF Transaction History
North Berkeley Wealth Management, LLC
- $98.5 Billion
- Q4 2024
A detailed history of North Berkeley Wealth Management, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, North Berkeley Wealth Management, LLC holds 12,440 shares of IJR stock, worth $1.33 Million. This represents 1.46% of its overall portfolio holdings.
Number of Shares
12,440Holding current value
$1.33 Million% of portfolio
1.46%Shares
1 transactions
Others Institutions Holding IJR
# of Institutions
2,817Shares Held
548MCall Options Held
533KPut Options Held
389K-
Northwestern Mutual Wealth Management CO39.1MShares$4.17 Billion3.37% of portfolio
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Bank Of America Corp Charlotte, NC33MShares$3.52 Billion0.28% of portfolio
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Morgan Stanley New York, NY18.7MShares$2 Billion0.14% of portfolio
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Envestnet Asset Management Inc17.8MShares$1.9 Billion0.62% of portfolio
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Wells Fargo & Company San Francisco, CA17.1MShares$1.83 Billion0.42% of portfolio