Premier Path Wealth Partners, LLC Ishares Core S&P Sm Cap ETF Transaction History
Premier Path Wealth Partners, LLC
- $634 Billion
- Q3 2024
A detailed history of Premier Path Wealth Partners, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Premier Path Wealth Partners, LLC holds 61,889 shares of IJR stock, worth $7.27 Million. This represents 1.14% of its overall portfolio holdings.
Number of Shares
61,889
Previous 59,618
3.81%
Holding current value
$7.27 Million
Previous $6.36 Billion
13.83%
% of portfolio
1.14%
Previous 1.08%
Shares
4 transactions
Others Institutions Holding IJR
# of Institutions
2,569Shares Held
500MCall Options Held
1.04MPut Options Held
671K-
Northwestern Mutual Wealth Management CO36.3MShares$4.27 Billion3.79% of portfolio
-
Bank Of America Corp Charlotte, NC31MShares$3.64 Billion0.31% of portfolio
-
Morgan Stanley New York, NY18.7MShares$2.19 Billion0.16% of portfolio
-
Envestnet Asset Management Inc17.8MShares$2.09 Billion0.69% of portfolio
-
Wells Fargo & Company San Francisco, CA16.1MShares$1.89 Billion0.44% of portfolio