Peterson Wealth Services Ishares Core S&P Sm Cap ETF Transaction History
Peterson Wealth Services
- $286 Million
- Q2 2024
A detailed history of Peterson Wealth Services transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Peterson Wealth Services holds 2,989 shares of IJR stock, worth $341,612. This represents 0.11% of its overall portfolio holdings.
Number of Shares
2,989
Previous 3,305
9.56%
Holding current value
$341,612
Previous $365,000
12.88%
% of portfolio
0.11%
Previous 0.13%
Shares
10 transactions
Others Institutions Holding IJR
# of Institutions
2,523Shares Held
494MCall Options Held
736KPut Options Held
97.4K-
Northwestern Mutual Wealth Management CO34.9MShares$3.99 Billion3.68% of portfolio
-
Bank Of America Corp Charlotte, NC30.4MShares$3.48 Billion0.29% of portfolio
-
Morgan Stanley New York, NY18.2MShares$2.08 Billion0.15% of portfolio
-
Envestnet Asset Management Inc17.1MShares$1.96 Billion0.65% of portfolio
-
Wells Fargo & Company San Francisco, CA15.9MShares$1.82 Billion0.42% of portfolio