New Legacy Group, LLC Ishares Core S&P Sm Cap ETF Transaction History
New Legacy Group, LLC
- $36.6 Million
- Q3 2023
A detailed history of New Legacy Group, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, New Legacy Group, LLC holds 6,000 shares of IJR stock, worth $624,060. This represents 1.55% of its overall portfolio holdings.
Number of Shares
6,000
Previous 6,000
-0.0%
Holding current value
$624,060
Previous $597,000
5.36%
% of portfolio
1.55%
Previous 1.51%
Shares
1 transactions
Others Institutions Holding IJR
# of Institutions
2,837Shares 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$1.99 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