Lumature Wealth Partners, LLC Ishares S&P Smallcap 600 Value Transaction History
Lumature Wealth Partners, LLC
- $168 Million
- Q2 2023
A detailed history of Lumature Wealth Partners, LLC transactions in Ishares S&P Smallcap 600 Value stock. As of the latest transaction made, Lumature Wealth Partners, LLC holds 16,535 shares of IJS stock, worth $1.63 Million. This represents 0.94% of its overall portfolio holdings.
Number of Shares
16,535
Previous 16,362
1.06%
Holding current value
$1.63 Million
Previous $1.53 Million
2.68%
% of portfolio
0.94%
Previous 0.86%
Shares
11 transactions
Others Institutions Holding IJS
# of Institutions
907Shares Held
45.2MCall Options Held
23.2KPut Options Held
7.5K-
Morgan Stanley New York, NY3.54MShares$349 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC3.5MShares$345 Million0.03% of portfolio
-
Castlekeep Investment Advisors LLC Westport, CT2.85MShares$281 Million0.55% of portfolio
-
Regions Financial Corp1.5MShares$147 Million1.21% of portfolio
-
Wells Fargo & Company San Francisco, CA1.39MShares$136 Million0.03% of portfolio