Oak Harbor Wealth Partners, LLC Ishares Core S&P Sm Cap ETF Transaction History
Oak Harbor Wealth Partners, LLC
- $340 Million
- Q4 2024
A detailed history of Oak Harbor Wealth Partners, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Oak Harbor Wealth Partners, LLC holds 58,607 shares of IJR stock, worth $6.86 Million. This represents 1.99% of its overall portfolio holdings.
Number of Shares
58,607
Previous 57,795
1.4%
Holding current value
$6.86 Million
Previous $6.76 Million
0.1%
% of portfolio
1.99%
Previous 1.94%
Shares
13 transactions
Others Institutions Holding IJR
# of Institutions
2,788Shares Held
536MCall Options Held
995KPut Options Held
461K-
Northwestern Mutual Wealth Management CO38.1MShares$4.46 Billion3.73% of portfolio
-
Bank Of America Corp Charlotte, NC32.1MShares$3.75 Billion0.32% of portfolio
-
Morgan Stanley New York, NY19.2MShares$2.24 Billion0.16% of portfolio
-
Envestnet Asset Management Inc18.2MShares$2.13 Billion0.69% of portfolio
-
Wells Fargo & Company San Francisco, CA17.2MShares$2.01 Billion0.46% of portfolio