Pfg Private Wealth Management, LLC Ishares Core S&P Sm Cap ETF Transaction History
Pfg Private Wealth Management, LLC
- $172 Million
- Q3 2024
A detailed history of Pfg Private Wealth Management, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Pfg Private Wealth Management, LLC holds 58,425 shares of IJR stock, worth $7.06 Million. This represents 3.97% of its overall portfolio holdings.
Number of Shares
58,425
Previous 38,775
50.68%
Holding current value
$7.06 Million
Previous $4.14 Million
65.25%
% of portfolio
3.97%
Previous 2.51%
Shares
19 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
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Envestnet Asset Management Inc17.8MShares$2.15 Billion0.69% of portfolio
-
Wells Fargo & Company San Francisco, CA16.1MShares$1.95 Billion0.44% of portfolio