Milestone Advisory Partners Ishares Core S&P Sm Cap ETF Transaction History
Milestone Advisory Partners
- $120 Million
- Q3 2023
A detailed history of Milestone Advisory Partners transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Milestone Advisory Partners holds 3,386 shares of IJR stock, worth $395,654. This represents 0.27% of its overall portfolio holdings.
Number of Shares
3,386
Previous 3,386
-0.0%
Holding current value
$395,654
Previous $337,000
5.34%
% of portfolio
0.27%
Previous 0.31%
Shares
13 transactions
Others Institutions Holding IJR
# of Institutions
2,891Shares Held
537MCall Options Held
490KPut Options Held
348K-
Northwestern Mutual Wealth Management CO42.3MShares$4.95 Billion3.41% of portfolio
-
Bank Of America Corp Charlotte, NC31.7MShares$3.7 Billion0.26% of portfolio
-
Morgan Stanley New York, NY18MShares$2.1 Billion0.13% of portfolio
-
Lpl Financial LLC Fort Mill, SC16.5MShares$1.93 Billion0.61% of portfolio
-
Wells Fargo & Company San Francisco, CA15.4MShares$1.8 Billion0.36% of portfolio