Wealth Dimensions Group, Ltd. Ishares Core S&P Sm Cap ETF Transaction History
Wealth Dimensions Group, Ltd.
- $394 Million
- Q3 2024
A detailed history of Wealth Dimensions Group, Ltd. transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Wealth Dimensions Group, Ltd. holds 8,858 shares of IJR stock, worth $1.11 Million. This represents 0.26% of its overall portfolio holdings.
Number of Shares
8,858
Previous 8,875
0.19%
Holding current value
$1.11 Million
Previous $946,000
9.51%
% of portfolio
0.26%
Previous 0.27%
Shares
16 transactions
Others Institutions Holding IJR
# of Institutions
2,567Shares Held
500MCall Options Held
1.04MPut Options Held
671K-
Northwestern Mutual Wealth Management CO36.3MShares$4.54 Billion3.79% of portfolio
-
Bank Of America Corp Charlotte, NC31MShares$3.87 Billion0.31% of portfolio
-
Morgan Stanley New York, NY18.7MShares$2.33 Billion0.16% of portfolio
-
Envestnet Asset Management Inc17.8MShares$2.22 Billion0.69% of portfolio
-
Wells Fargo & Company San Francisco, CA16.1MShares$2.02 Billion0.44% of portfolio