Jamison Private Wealth Management, Inc. Ishares Core S&P Sm Cap ETF Transaction History
Jamison Private Wealth Management, Inc.
- $657 Billion
- Q3 2024
A detailed history of Jamison Private Wealth Management, Inc. transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Jamison Private Wealth Management, Inc. holds 12,401 shares of IJR stock, worth $1.41 Million. This represents 0.22% of its overall portfolio holdings.
Number of Shares
12,401
Previous 11,947
3.8%
Holding current value
$1.41 Million
Previous $1.27 Billion
13.82%
% of portfolio
0.22%
Previous 0.21%
Shares
5 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