Sendero Wealth Management, LLC Ishares Core S&P Sm Cap ETF Transaction History
Sendero Wealth Management, LLC
- $615 Million
- Q3 2024
A detailed history of Sendero Wealth Management, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Sendero Wealth Management, LLC holds 5,734 shares of IJR stock, worth $723,344. This represents 0.11% of its overall portfolio holdings.
Number of Shares
5,734
Previous 4,443
29.06%
Holding current value
$723,344
Previous $473,000
41.65%
% of portfolio
0.11%
Previous 0.08%
Shares
11 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
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Envestnet Asset Management Inc17.8MShares$2.24 Billion0.69% of portfolio
-
Wells Fargo & Company San Francisco, CA16.1MShares$2.04 Billion0.44% of portfolio