Private Wealth Management Group, LLC Ishares Core S&P Sm Cap ETF Transaction History
Private Wealth Management Group, LLC
- $221 Billion
- Q1 2024
A detailed history of Private Wealth Management Group, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Private Wealth Management Group, LLC holds 3,353 shares of IJR stock, worth $357,664. This represents 0.17% of its overall portfolio holdings.
Number of Shares
3,353
Previous 3,343
0.3%
Holding current value
$357,664
Previous $362 Million
2.4%
% of portfolio
0.17%
Previous 0.18%
Shares
2 transactions
Others Institutions Holding IJR
# of Institutions
2,452Shares Held
481MCall Options Held
625KPut Options Held
581K-
Northwestern Mutual Wealth Management CO33.8MShares$3.6 Billion3.84% of portfolio
-
Bank Of America Corp Charlotte, NC30.7MShares$3.28 Billion0.32% of portfolio
-
Morgan Stanley New York, NY19.2MShares$2.05 Billion0.17% of portfolio
-
Wells Fargo & Company San Francisco, CA16.6MShares$1.77 Billion0.45% of portfolio
-
Lpl Financial LLC Fort Mill, SC13MShares$1.39 Billion0.79% of portfolio