Northwest Wealth Management, LLC Ishares S&P Smallcap 600 Value Transaction History
Northwest Wealth Management, LLC
- $465 Million
- Q4 2024
A detailed history of Northwest Wealth Management, LLC transactions in Ishares S&P Smallcap 600 Value stock. As of the latest transaction made, Northwest Wealth Management, LLC holds 5,328 shares of IJS stock, worth $525,021. This represents 0.12% of its overall portfolio holdings.
Number of Shares
5,328
Previous 5,616
5.13%
Holding current value
$525,021
Previous $604,000
4.3%
% of portfolio
0.12%
Previous 0.14%
Shares
22 transactions
Others Institutions Holding IJS
# of Institutions
908Shares Held
45.3MCall Options Held
23.2KPut Options Held
7.5K-
Morgan Stanley New York, NY3.54MShares$349 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC3.5MShares$345 Million0.03% of portfolio
-
Castlekeep Investment Advisors LLC Westport, CT2.85MShares$281 Million0.55% of portfolio
-
Regions Financial Corp1.5MShares$148 Million1.21% of portfolio
-
Wells Fargo & Company San Francisco, CA1.39MShares$136 Million0.03% of portfolio