Diversify Wealth Management, LLC Ishares Core S&P Sm Cap ETF Transaction History
Diversify Wealth Management, LLC
- $1.04 Trillion
- Q3 2024
A detailed history of Diversify Wealth Management, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Diversify Wealth Management, LLC holds 2,929 shares of IJR stock, worth $339,178. This represents 0.03% of its overall portfolio holdings.
Number of Shares
2,929Holding current value
$339,178% of portfolio
0.03%Shares
1 transactions
Others Institutions Holding IJR
# of Institutions
2,569Shares Held
500MCall Options Held
1.04MPut Options Held
671K-
Northwestern Mutual Wealth Management CO36.3MShares$4.21 Billion3.79% of portfolio
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Bank Of America Corp Charlotte, NC31MShares$3.59 Billion0.31% of portfolio
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Morgan Stanley New York, NY18.7MShares$2.16 Billion0.16% of portfolio
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Envestnet Asset Management Inc17.8MShares$2.06 Billion0.69% of portfolio
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Wells Fargo & Company San Francisco, CA16.1MShares$1.87 Billion0.44% of portfolio