Traverso Chambers Private Wealth Management, LLC Ishares Core S&P Sm Cap ETF Transaction History
Traverso Chambers Private Wealth Management, LLC
- $411 Million
- Q4 2023
A detailed history of Traverso Chambers Private Wealth Management, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Traverso Chambers Private Wealth Management, LLC holds 27,593 shares of IJR stock, worth $3.22 Million. This represents 0.73% of its overall portfolio holdings.
Number of Shares
27,593
Previous 29,167
5.4%
Holding current value
$3.22 Million
Previous $2.75 Million
8.54%
% of portfolio
0.73%
Previous 0.74%
Shares
20 transactions
Others Institutions Holding IJR
# of Institutions
2,881Shares Held
537MCall Options Held
490KPut Options Held
336K-
Northwestern Mutual Wealth Management CO42.3MShares$4.95 Billion3.41% of portfolio
-
Bank Of America Corp Charlotte, NC31.7MShares$3.7 Billion0.26% of portfolio
-
Morgan Stanley New York, NY18MShares$2.1 Billion0.13% of portfolio
-
Lpl Financial LLC Fort Mill, SC16.5MShares$1.93 Billion0.61% of portfolio
-
Wells Fargo & Company San Francisco, CA15.4MShares$1.8 Billion0.36% of portfolio