Southern Wealth Management, LLP Ishares S&P Smallcap 600 Value Transaction History
Southern Wealth Management, LLP
- $258 Million
- Q1 2023
A detailed history of Southern Wealth Management, LLP transactions in Ishares S&P Smallcap 600 Value stock. As of the latest transaction made, Southern Wealth Management, LLP holds 3,139 shares of IJS stock, worth $300,747. This represents 0.11% of its overall portfolio holdings.
Number of Shares
3,139
Previous 3,128
0.35%
Holding current value
$300,747
Previous $285,000
2.81%
% of portfolio
0.11%
Previous 0.11%
Shares
5 transactions
Others Institutions Holding IJS
# of Institutions
810Shares Held
42.2MCall Options Held
38.3KPut Options Held
16K-
Morgan Stanley New York, NY3.97MShares$380 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC3.93MShares$377 Million0.04% of portfolio
-
M&T Bank Corp1.55MShares$148 Million0.56% of portfolio
-
Regions Financial Corp1.44MShares$138 Million1.13% of portfolio
-
Wells Fargo & Company San Francisco, CA1.39MShares$133 Million0.03% of portfolio