Boyd Wealth Management, LLC Ishares Core S&P Sm Cap ETF Transaction History
Boyd Wealth Management, LLC
- $197 Million
- Q3 2024
A detailed history of Boyd Wealth Management, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Boyd Wealth Management, LLC holds 40,596 shares of IJR stock, worth $4.73 Million. This represents 2.41% of its overall portfolio holdings.
Number of Shares
40,596
Previous 53,826
24.58%
Holding current value
$4.73 Million
Previous $5.74 Million
17.3%
% of portfolio
2.41%
Previous 3.17%
Shares
12 transactions
Others Institutions Holding IJR
# of Institutions
2,569Shares Held
500MCall Options Held
1.04MPut Options Held
671K-
Northwestern Mutual Wealth Management CO36.3MShares$4.24 Billion3.79% of portfolio
-
Bank Of America Corp Charlotte, NC31MShares$3.62 Billion0.31% of portfolio
-
Morgan Stanley New York, NY18.7MShares$2.18 Billion0.16% of portfolio
-
Envestnet Asset Management Inc17.8MShares$2.07 Billion0.69% of portfolio
-
Wells Fargo & Company San Francisco, CA16.1MShares$1.88 Billion0.44% of portfolio