Birchcreek Wealth Management, LLC Ishares Core S&P Sm Cap ETF Transaction History
Birchcreek Wealth Management, LLC
- $174 Million
- Q2 2024
A detailed history of Birchcreek Wealth Management, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Birchcreek Wealth Management, LLC holds 32,364 shares of IJR stock, worth $3.69 Million. This represents 1.99% of its overall portfolio holdings.
Number of Shares
32,364
Previous 32,242
0.38%
Holding current value
$3.69 Million
Previous $3.56 Million
3.14%
% of portfolio
1.99%
Previous 1.89%
Shares
15 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