Global Wealth Management, LLC Ishares Core S&P Sm Cap ETF Transaction History
Global Wealth Management, LLC
- $157 Billion
- Q4 2024
A detailed history of Global Wealth Management, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Global Wealth Management, LLC holds 100,634 shares of IJR stock, worth $11.9 Million. This represents 7.4% of its overall portfolio holdings.
Number of Shares
100,634
Previous 102,953
2.25%
Holding current value
$11.9 Million
Previous $12 Billion
3.71%
% of portfolio
7.4%
Previous 8.15%
Shares
2 transactions
Others Institutions Holding IJR
# of Institutions
2,627Shares Held
503MCall Options Held
1.04MPut Options Held
671K-
Northwestern Mutual Wealth Management CO36.3MShares$4.31 Billion3.79% of portfolio
-
Bank Of America Corp Charlotte, NC31MShares$3.68 Billion0.31% of portfolio
-
Morgan Stanley New York, NY18.7MShares$2.22 Billion0.16% of portfolio
-
Envestnet Asset Management Inc17.8MShares$2.11 Billion0.69% of portfolio
-
Wells Fargo & Company San Francisco, CA16.1MShares$1.92 Billion0.44% of portfolio