Segment Wealth Management, LLC Ishares Core S&P Sm Cap ETF Transaction History
Segment Wealth Management, LLC
- $1.41 Billion
- Q3 2024
A detailed history of Segment Wealth Management, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Segment Wealth Management, LLC holds 3,254 shares of IJR stock, worth $410,492. This represents 0.03% of its overall portfolio holdings.
Number of Shares
3,254
Previous 3,254
-0.0%
Holding current value
$410,492
Previous $347,000
9.51%
% of portfolio
0.03%
Previous 0.03%
Shares
10 transactions
Others Institutions Holding IJR
# of Institutions
2,567Shares Held
500MCall Options Held
1.04MPut Options Held
671K-
Northwestern Mutual Wealth Management CO36.3MShares$4.58 Billion3.79% of portfolio
-
Bank Of America Corp Charlotte, NC31MShares$3.91 Billion0.31% of portfolio
-
Morgan Stanley New York, NY18.7MShares$2.36 Billion0.16% of portfolio
-
Envestnet Asset Management Inc17.8MShares$2.24 Billion0.69% of portfolio
-
Wells Fargo & Company San Francisco, CA16.1MShares$2.04 Billion0.44% of portfolio