Peloton Wealth Strategists Ishares Core S&P Sm Cap ETF Transaction History
Peloton Wealth Strategists
- $239 Million
- Q2 2024
A detailed history of Peloton Wealth Strategists transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Peloton Wealth Strategists holds 3,134 shares of IJR stock, worth $357,025. This represents 0.14% of its overall portfolio holdings.
Number of Shares
3,134
Previous 2,819
11.17%
Holding current value
$357,025
Previous $311,000
7.4%
% of portfolio
0.14%
Previous 0.13%
Shares
10 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