Signature Wealth Management Partners, LLC Ishares Core S&P Sm Cap ETF Transaction History
Signature Wealth Management Partners, LLC
- $143 Million
- Q4 2024
A detailed history of Signature Wealth Management Partners, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Signature Wealth Management Partners, LLC holds 2,976 shares of IJR stock, worth $309,533. This represents 0.24% of its overall portfolio holdings.
Number of Shares
2,976
Previous 2,627
13.29%
Holding current value
$309,533
Previous $307,000
11.4%
% of portfolio
0.24%
Previous 0.22%
Shares
17 transactions
Others Institutions Holding IJR
# of Institutions
2,837Shares Held
536MCall Options Held
877KPut Options Held
272K-
Northwestern Mutual Wealth Management CO38.1MShares$3.97 Billion3.73% of portfolio
-
Bank Of America Corp Charlotte, NC32.1MShares$3.34 Billion0.32% of portfolio
-
Morgan Stanley New York, NY19.2MShares$1.99 Billion0.16% of portfolio
-
Envestnet Asset Management Inc18.2MShares$1.89 Billion0.69% of portfolio
-
Wells Fargo & Company San Francisco, CA17.2MShares$1.79 Billion0.46% of portfolio