Wms Partners, LLC Ishares Core S&P Sm Cap ETF Transaction History
Wms Partners, LLC
- $1.4 Billion
- Q1 2024
A detailed history of Wms Partners, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Wms Partners, LLC holds 417,739 shares of IJR stock, worth $44.1 Million. This represents 3.3% of its overall portfolio holdings.
Number of Shares
417,739
Previous 388,230
7.6%
Holding current value
$44.1 Million
Previous $42 Million
9.86%
% of portfolio
3.3%
Previous 3.22%
Shares
17 transactions
Others Institutions Holding IJR
# of Institutions
2,452Shares Held
481MCall Options Held
625KPut Options Held
581K-
Northwestern Mutual Wealth Management CO33.8MShares$3.56 Billion3.84% of portfolio
-
Bank Of America Corp Charlotte, NC30.7MShares$3.24 Billion0.32% of portfolio
-
Morgan Stanley New York, NY19.2MShares$2.03 Billion0.17% of portfolio
-
Wells Fargo & Company San Francisco, CA16.6MShares$1.75 Billion0.45% of portfolio
-
Lpl Financial LLC Fort Mill, SC13MShares$1.37 Billion0.79% of portfolio