Mbl Wealth, LLC Ishares Core S&P Sm Cap ETF Transaction History
Mbl Wealth, LLC
- $866 Million
- Q3 2024
A detailed history of Mbl Wealth, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Mbl Wealth, LLC holds 237,764 shares of IJR stock, worth $24.8 Million. This represents 3.21% of its overall portfolio holdings.
Number of Shares
237,764
Previous 237,232
0.22%
Holding current value
$24.8 Million
Previous $25.3 Million
9.9%
% of portfolio
3.21%
Previous 3.04%
Shares
14 transactions
Others Institutions Holding IJR
# of Institutions
2,829Shares Held
537MCall Options Held
877KPut Options Held
272K-
Northwestern Mutual Wealth Management CO38.1MShares$3.97 Billion3.73% of portfolio
-
Bank Of America Corp Charlotte, NC32.1MShares$3.34 Billion0.32% of portfolio
-
Morgan Stanley New York, NY19.2MShares$2 Billion0.16% of portfolio
-
Envestnet Asset Management Inc18.2MShares$1.89 Billion0.69% of portfolio
-
Wells Fargo & Company San Francisco, CA17.2MShares$1.79 Billion0.46% of portfolio