Pb Mares Wealth Management LLC Ishares Core S&P Sm Cap ETF Transaction History
Pb Mares Wealth Management LLC
- $380 Million
- Q1 2024
A detailed history of Pb Mares Wealth Management LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Pb Mares Wealth Management LLC holds 11,690 shares of IJR stock, worth $1.24 Million. This represents 0.34% of its overall portfolio holdings.
Number of Shares
11,690
Previous 12,007
2.64%
Holding current value
$1.24 Million
Previous $1.3 Million
0.62%
% of portfolio
0.34%
Previous 0.39%
Shares
17 transactions
Others Institutions Holding IJR
# of Institutions
2,453Shares Held
481MCall Options Held
625KPut Options Held
581K-
Northwestern Mutual Wealth Management CO33.8MShares$3.59 Billion3.84% of portfolio
-
Bank Of America Corp Charlotte, NC30.7MShares$3.26 Billion0.32% of portfolio
-
Morgan Stanley New York, NY19.2MShares$2.04 Billion0.17% of portfolio
-
Wells Fargo & Company San Francisco, CA16.6MShares$1.77 Billion0.45% of portfolio
-
Lpl Financial LLC Fort Mill, SC13MShares$1.38 Billion0.79% of portfolio