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 $447,752. This represents 0.22% of its overall portfolio holdings.
Number of Shares
3,824
Previous 3,309
15.56%
Holding current value
$447,752
Previous $312,000
32.37%
% of portfolio
0.22%
Previous 0.19%
Shares
9 transactions
Others Institutions Holding IJR
# of Institutions
2,788Shares Held
536MCall Options Held
995KPut Options Held
461K-
Northwestern Mutual Wealth Management CO38.1MShares$4.46 Billion3.73% of portfolio
-
Bank Of America Corp Charlotte, NC32.1MShares$3.75 Billion0.32% of portfolio
-
Morgan Stanley New York, NY19.2MShares$2.24 Billion0.16% of portfolio
-
Envestnet Asset Management Inc18.2MShares$2.13 Billion0.69% of portfolio
-
Wells Fargo & Company San Francisco, CA17.2MShares$2.01 Billion0.46% of portfolio