Melfa Wealth Management, LLC Ishares Core S&P Sm Cap ETF Transaction History
Melfa Wealth Management, LLC
- $152 Billion
- Q3 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 4,313 shares of IJR stock, worth $491,336. This represents 0.33% of its overall portfolio holdings.
Number of Shares
4,313
Previous 4,303
0.23%
Holding current value
$491,336
Previous $459 Million
9.93%
% of portfolio
0.33%
Previous 0.32%
Shares
3 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