Williams Jones Wealth Management, Llc. Ishares Core S&P Sm Cap ETF Transaction History
Williams Jones Wealth Management, Llc.
- $8.37 Billion
- Q3 2024
A detailed history of Williams Jones Wealth Management, Llc. transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Williams Jones Wealth Management, Llc. holds 6,541 shares of IJR stock, worth $816,905. This represents 0.01% of its overall portfolio holdings.
Number of Shares
6,541
Previous 7,331
10.78%
Holding current value
$816,905
Previous $781,000
2.05%
% of portfolio
0.01%
Previous 0.01%
Shares
21 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