Provence Wealth Management Group Ishares Core S&P Sm Cap ETF Transaction History
Provence Wealth Management Group
- $186 Million
- Q4 2023
A detailed history of Provence Wealth Management Group transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Provence Wealth Management Group holds 3,824 shares of IJR stock, worth $452,914. This represents 0.22% of its overall portfolio holdings.
Number of Shares
3,824
Previous 3,309
15.56%
Holding current value
$452,914
Previous $312,000
32.37%
% of portfolio
0.22%
Previous 0.19%
Shares
9 transactions
Others Institutions Holding IJR
# of Institutions
2,637Shares Held
504MCall Options Held
1.03MPut Options Held
671K-
Northwestern Mutual Wealth Management CO36.3MShares$4.3 Billion3.79% of portfolio
-
Bank Of America Corp Charlotte, NC31MShares$3.67 Billion0.31% of portfolio
-
Morgan Stanley New York, NY18.7MShares$2.21 Billion0.16% of portfolio
-
Envestnet Asset Management Inc17.8MShares$2.1 Billion0.69% of portfolio
-
Wells Fargo & Company San Francisco, CA16.1MShares$1.91 Billion0.44% of portfolio