Surevest, LLC Ishares Core S&P Sm Cap ETF Transaction History
Surevest, LLC
- $368 Million
- Q3 2022
A detailed history of Surevest, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Surevest, LLC holds 65 shares of IJR stock, worth $7,350. This represents 0.0% of its overall portfolio holdings.
Number of Shares
65
Previous 65
-0.0%
Holding current value
$7,350
Previous $6,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding IJR
# of Institutions
2,570Shares Held
499MCall Options Held
1.04MPut Options Held
671K-
Northwestern Mutual Wealth Management CO36.3MShares$4.11 Billion3.79% of portfolio
-
Bank Of America Corp Charlotte, NC31MShares$3.51 Billion0.31% of portfolio
-
Morgan Stanley New York, NY18.7MShares$2.11 Billion0.16% of portfolio
-
Envestnet Asset Management Inc17.8MShares$2.01 Billion0.69% of portfolio
-
Wells Fargo & Company San Francisco, CA16.1MShares$1.83 Billion0.44% of portfolio