49 Wealth Management, LLC Ishares Core S&P Sm Cap ETF Transaction History
49 Wealth Management, LLC
- $507 Billion
- Q2 2024
A detailed history of 49 Wealth Management, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, 49 Wealth Management, LLC holds 8,420 shares of IJR stock, worth $959,206. This represents 0.18% of its overall portfolio holdings.
Number of Shares
8,420
Previous 10,879
22.6%
Holding current value
$959,206
Previous $1.19 Billion
25.12%
% of portfolio
0.18%
Previous 0.26%
Shares
3 transactions
Others Institutions Holding IJR
# of Institutions
2,522Shares Held
493MCall Options Held
736KPut Options Held
97.4K-
Northwestern Mutual Wealth Management CO34.9MShares$3.98 Billion3.68% of portfolio
-
Bank Of America Corp Charlotte, NC30.4MShares$3.47 Billion0.29% of portfolio
-
Morgan Stanley New York, NY18.2MShares$2.08 Billion0.15% of portfolio
-
Envestnet Asset Management Inc17.1MShares$1.95 Billion0.65% of portfolio
-
Wells Fargo & Company San Francisco, CA15.9MShares$1.81 Billion0.42% of portfolio