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 $1.29 Million. This represents 1.46% of its overall portfolio holdings.
Number of Shares
12,440Holding current value
$1.29 Million% of portfolio
1.46%Shares
1 transactions
Others Institutions Holding IJR
# of Institutions
2,837Shares Held
536MCall Options Held
877KPut Options Held
272K-
Northwestern Mutual Wealth Management CO38.1MShares$3.97 Billion3.73% of portfolio
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Bank Of America Corp Charlotte, NC32.1MShares$3.34 Billion0.32% of portfolio
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Morgan Stanley New York, NY19.2MShares$1.99 Billion0.16% of portfolio
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Envestnet Asset Management Inc18.2MShares$1.89 Billion0.69% of portfolio
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Wells Fargo & Company San Francisco, CA17.2MShares$1.79 Billion0.46% of portfolio