Sovereign Financial Group, Inc. Ishares Core S&P Sm Cap ETF Transaction History
Sovereign Financial Group, Inc.
- $396 Million
- Q2 2024
A detailed history of Sovereign Financial Group, Inc. transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Sovereign Financial Group, Inc. holds 10,118 shares of IJR stock, worth $1.2 Million. This represents 0.27% of its overall portfolio holdings.
Number of Shares
10,118
Previous 10,923
7.37%
Holding current value
$1.2 Million
Previous $1.21 Million
10.6%
% of portfolio
0.27%
Previous 0.32%
Shares
14 transactions
Others Institutions Holding IJR
# of Institutions
2,476Shares Held
489MCall Options Held
727KPut Options Held
97.4K-
Northwestern Mutual Wealth Management CO34.9MShares$4.12 Billion3.68% of portfolio
-
Bank Of America Corp Charlotte, NC30.4MShares$3.59 Billion0.29% of portfolio
-
Morgan Stanley New York, NY18.2MShares$2.15 Billion0.15% of portfolio
-
Envestnet Asset Management Inc17.1MShares$2.02 Billion0.65% of portfolio
-
Wells Fargo & Company San Francisco, CA15.9MShares$1.88 Billion0.42% of portfolio