Goldstein Munger & Associates Ishares Core S&P Sm Cap ETF Transaction History
Goldstein Munger & Associates
- $303 Million
- Q3 2022
A detailed history of Goldstein Munger & Associates transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Goldstein Munger & Associates holds 7,247 shares of IJR stock, worth $849,203. This represents 0.21% of its overall portfolio holdings.
Number of Shares
7,247
Previous 7,247
-0.0%
Holding current value
$849,203
Previous $670,000
5.67%
% of portfolio
0.21%
Previous 0.2%
Shares
3 transactions
Others Institutions Holding IJR
# of Institutions
2,766Shares Held
533MCall Options Held
941KPut Options Held
626K-
Northwestern Mutual Wealth Management CO38.1MShares$4.47 Billion3.73% of portfolio
-
Bank Of America Corp Charlotte, NC31MShares$3.63 Billion0.31% of portfolio
-
Morgan Stanley New York, NY18.7MShares$2.19 Billion0.16% of portfolio
-
Envestnet Asset Management Inc18.2MShares$2.13 Billion0.69% of portfolio
-
Wells Fargo & Company San Francisco, CA17.2MShares$2.01 Billion0.46% of portfolio