Wealth Care Investment Partners, LLC Ishares Core S&P Sm Cap ETF Transaction History
Wealth Care Investment Partners, LLC
- $198 Million
- Q1 2024
A detailed history of Wealth Care Investment Partners, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Wealth Care Investment Partners, LLC holds 23,445 shares of IJR stock, worth $2.49 Million. This represents 1.31% of its overall portfolio holdings.
Number of Shares
23,445
Previous 22,002
6.56%
Holding current value
$2.49 Million
Previous $2.38 Million
8.82%
% of portfolio
1.31%
Previous 1.3%
Shares
10 transactions
Others Institutions Holding IJR
# of Institutions
2,452Shares Held
481MCall Options Held
625KPut Options Held
581K-
Northwestern Mutual Wealth Management CO33.8MShares$3.59 Billion3.84% of portfolio
-
Bank Of America Corp Charlotte, NC30.7MShares$3.27 Billion0.32% of portfolio
-
Morgan Stanley New York, NY19.2MShares$2.04 Billion0.17% of portfolio
-
Wells Fargo & Company San Francisco, CA16.6MShares$1.77 Billion0.45% of portfolio
-
Lpl Financial LLC Fort Mill, SC13MShares$1.38 Billion0.79% of portfolio