Quotient Wealth Partners, LLC Ishares Core S&P Sm Cap ETF Transaction History
Quotient Wealth Partners, LLC
- $3.04 Trillion
- Q3 2024
A detailed history of Quotient Wealth Partners, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Quotient Wealth Partners, LLC holds 493,388 shares of IJR stock, worth $62.4 Million. This represents 1.9% of its overall portfolio holdings.
Number of Shares
493,388
Previous 486,300
1.46%
Holding current value
$62.4 Million
Previous $51.9 Billion
11.26%
% of portfolio
1.9%
Previous 1.82%
Shares
4 transactions
Others Institutions Holding IJR
# of Institutions
2,567Shares Held
500MCall Options Held
1.04MPut Options Held
671K-
Northwestern Mutual Wealth Management CO36.3MShares$4.6 Billion3.79% of portfolio
-
Bank Of America Corp Charlotte, NC31MShares$3.92 Billion0.31% of portfolio
-
Morgan Stanley New York, NY18.7MShares$2.36 Billion0.16% of portfolio
-
Envestnet Asset Management Inc17.8MShares$2.25 Billion0.69% of portfolio
-
Wells Fargo & Company San Francisco, CA16.1MShares$2.04 Billion0.44% of portfolio