Partnership Wealth Management, LLC Ishares Core S&P Sm Cap ETF Transaction History
Partnership Wealth Management, LLC
- $142 Billion
- Q3 2024
A detailed history of Partnership Wealth Management, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Partnership Wealth Management, LLC holds 68,795 shares of IJR stock, worth $8.5 Million. This represents 5.68% of its overall portfolio holdings.
Number of Shares
68,795
Previous 29,396
134.03%
Holding current value
$8.5 Million
Previous $3.14 Billion
156.62%
% of portfolio
5.68%
Previous 2.31%
Shares
4 transactions
Others Institutions Holding IJR
# of Institutions
2,525Shares Held
493MCall Options Held
771KPut Options Held
97.4K-
Northwestern Mutual Wealth Management CO34.9MShares$4.31 Billion3.68% of portfolio
-
Bank Of America Corp Charlotte, NC30.4MShares$3.76 Billion0.29% of portfolio
-
Morgan Stanley New York, NY18.2MShares$2.25 Billion0.15% of portfolio
-
Envestnet Asset Management Inc17.8MShares$2.19 Billion0.69% of portfolio
-
Wells Fargo & Company San Francisco, CA15.9MShares$1.97 Billion0.42% of portfolio