Mark Sheptoff Financial Planning, LLC Ishares Core S&P Sm Cap ETF Transaction History
Mark Sheptoff Financial Planning, LLC
- $186 Million
- Q3 2024
A detailed history of Mark Sheptoff Financial Planning, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Mark Sheptoff Financial Planning, LLC holds 147 shares of IJR stock, worth $16,622. This represents 0.01% of its overall portfolio holdings.
Number of Shares
147
Previous 147
-0.0%
Holding current value
$16,622
Previous $15,000
13.33%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding IJR
# of Institutions
2,570Shares Held
499MCall Options Held
1.04MPut Options Held
671K-
Northwestern Mutual Wealth Management CO36.3MShares$4.11 Billion3.79% of portfolio
-
Bank Of America Corp Charlotte, NC31MShares$3.51 Billion0.31% of portfolio
-
Morgan Stanley New York, NY18.7MShares$2.11 Billion0.16% of portfolio
-
Envestnet Asset Management Inc17.8MShares$2.01 Billion0.69% of portfolio
-
Wells Fargo & Company San Francisco, CA16.1MShares$1.83 Billion0.44% of portfolio