Obsidian Personal Planning Solutions LLC Ishares Core S&P Sm Cap ETF Transaction History
Obsidian Personal Planning Solutions LLC
- $159 Million
- Q2 2024
A detailed history of Obsidian Personal Planning Solutions LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Obsidian Personal Planning Solutions LLC holds 109,558 shares of IJR stock, worth $12.7 Million. This represents 7.34% of its overall portfolio holdings.
Number of Shares
109,558
Previous 100,863
8.62%
Holding current value
$12.7 Million
Previous $11.1 Million
4.83%
% of portfolio
7.34%
Previous 7.29%
Shares
9 transactions
Others Institutions Holding IJR
# of Institutions
2,517Shares Held
493MCall Options Held
727KPut Options Held
97.4K-
Northwestern Mutual Wealth Management CO34.9MShares$4.04 Billion3.68% of portfolio
-
Bank Of America Corp Charlotte, NC30.4MShares$3.52 Billion0.29% of portfolio
-
Morgan Stanley New York, NY18.2MShares$2.11 Billion0.15% of portfolio
-
Envestnet Asset Management Inc17.1MShares$1.98 Billion0.65% of portfolio
-
Wells Fargo & Company San Francisco, CA15.9MShares$1.84 Billion0.42% of portfolio