Wealth Management Partners, LLC Ishares Core S&P Sm Cap ETF Transaction History
Wealth Management Partners, LLC
- $213 Million
- Q3 2024
A detailed history of Wealth Management Partners, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Wealth Management Partners, LLC holds 26,952 shares of IJR stock, worth $3.37 Million. This represents 1.48% of its overall portfolio holdings.
Number of Shares
26,952
Previous 27,170
0.8%
Holding current value
$3.37 Million
Previous $2.9 Million
8.8%
% of portfolio
1.48%
Previous 1.43%
Shares
15 transactions
Others Institutions Holding IJR
# of Institutions
2,566Shares 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