Sar Wealth Management Group, LLC Ishares Core S&P Sm Cap ETF Transaction History
Sar Wealth Management Group, LLC
- $149 Billion
- Q4 2024
A detailed history of Sar Wealth Management Group, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Sar Wealth Management Group, LLC holds 65,769 shares of IJR stock, worth $7.7 Million. This represents 5.09% of its overall portfolio holdings.
Number of Shares
65,769
Previous 64,305
2.28%
Holding current value
$7.7 Million
Previous $7.52 Billion
0.75%
% of portfolio
5.09%
Previous 4.97%
Shares
3 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