Melfa Wealth Management, LLC Ishares Core S&P Sm Cap ETF Transaction History
Melfa Wealth Management, LLC
- $150 Billion
- Q4 2024
A detailed history of Melfa Wealth Management, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Melfa Wealth Management, LLC holds 4,395 shares of IJR stock, worth $463,101. This represents 0.34% of its overall portfolio holdings.
Number of Shares
4,395
Previous 4,313
1.9%
Holding current value
$463,101
Previous $504 Million
0.37%
% of portfolio
0.34%
Previous 0.33%
Shares
4 transactions
Others Institutions Holding IJR
# of Institutions
2,835Shares Held
537MCall Options Held
877KPut Options Held
272K-
Northwestern Mutual Wealth Management CO38.1MShares$4.02 Billion3.73% of portfolio
-
Bank Of America Corp Charlotte, NC32.1MShares$3.38 Billion0.32% of portfolio
-
Morgan Stanley New York, NY19.2MShares$2.02 Billion0.16% of portfolio
-
Envestnet Asset Management Inc18.2MShares$1.91 Billion0.69% of portfolio
-
Wells Fargo & Company San Francisco, CA17.2MShares$1.81 Billion0.46% of portfolio