Sea Crest Wealth Management, LLC Ishares Core S&P Sm Cap ETF Transaction History
Sea Crest Wealth Management, LLC
- $902 Million
- Q3 2024
A detailed history of Sea Crest Wealth Management, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Sea Crest Wealth Management, LLC holds 12,492 shares of IJR stock, worth $1.56 Million. This represents 0.16% of its overall portfolio holdings.
Number of Shares
12,492
Previous 4,577
172.93%
Holding current value
$1.56 Million
Previous $488,000
199.39%
% of portfolio
0.16%
Previous 0.06%
Shares
20 transactions
Others Institutions Holding IJR
# of Institutions
2,566Shares Held
500MCall Options Held
1.04MPut Options Held
671K-
Northwestern Mutual Wealth Management CO36.3MShares$4.54 Billion3.79% of portfolio
-
Bank Of America Corp Charlotte, NC31MShares$3.87 Billion0.31% of portfolio
-
Morgan Stanley New York, NY18.7MShares$2.33 Billion0.16% of portfolio
-
Envestnet Asset Management Inc17.8MShares$2.22 Billion0.69% of portfolio
-
Wells Fargo & Company San Francisco, CA16.1MShares$2.02 Billion0.44% of portfolio