Sonoma Private Wealth LLC Ishares Core S&P Sm Cap ETF Transaction History
Sonoma Private Wealth LLC
- $62.2 Billion
- Q1 2024
A detailed history of Sonoma Private Wealth LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Sonoma Private Wealth LLC holds 2,395 shares of IJR stock, worth $280,191. This represents 0.43% of its overall portfolio holdings.
Number of Shares
2,395
Previous 2,309
3.72%
Holding current value
$280,191
Previous $250 Million
5.9%
% of portfolio
0.43%
Previous 0.41%
Shares
3 transactions
Others Institutions Holding IJR
# of Institutions
2,441Shares Held
478MCall Options Held
625KPut Options Held
577K-
Northwestern Mutual Wealth Management CO33.8MShares$3.95 Billion3.84% of portfolio
-
Bank Of America Corp Charlotte, NC30.7MShares$3.59 Billion0.32% of portfolio
-
Morgan Stanley New York, NY19.2MShares$2.25 Billion0.17% of portfolio
-
Wells Fargo & Company San Francisco, CA16.6MShares$1.95 Billion0.45% of portfolio
-
Lpl Financial LLC Fort Mill, SC13MShares$1.52 Billion0.79% of portfolio