Slate Stone Wealth, LLC Ishares Core S&P Sm Cap ETF Transaction History
Slate Stone Wealth, LLC
- $923 Million
- Q2 2024
A detailed history of Slate Stone Wealth, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Slate Stone Wealth, LLC holds 40,472 shares of IJR stock, worth $4.68 Million. This represents 0.47% of its overall portfolio holdings.
Number of Shares
40,472
Previous 39,072
3.58%
Holding current value
$4.68 Million
Previous $4.32 Million
0.02%
% of portfolio
0.47%
Previous 0.43%
Shares
16 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