Personal Cfo Solutions, LLC Ishares Core S&P Sm Cap ETF Transaction History
Personal Cfo Solutions, LLC
- $704 Million
- Q3 2024
A detailed history of Personal Cfo Solutions, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Personal Cfo Solutions, LLC holds 7,027 shares of IJR stock, worth $848,721. This represents 0.12% of its overall portfolio holdings.
Number of Shares
7,027
Previous 6,922
1.52%
Holding current value
$848,721
Previous $738,000
11.25%
% of portfolio
0.12%
Previous 0.12%
Shares
21 transactions
Others Institutions Holding IJR
# of Institutions
2,566Shares Held
500MCall Options Held
1.04MPut Options Held
671K-
Northwestern Mutual Wealth Management CO36.3MShares$4.39 Billion3.79% of portfolio
-
Bank Of America Corp Charlotte, NC31MShares$3.75 Billion0.31% of portfolio
-
Morgan Stanley New York, NY18.7MShares$2.26 Billion0.16% of portfolio
-
Envestnet Asset Management Inc17.8MShares$2.15 Billion0.69% of portfolio
-
Wells Fargo & Company San Francisco, CA16.1MShares$1.95 Billion0.44% of portfolio