Trademark Financial Management, LLC Ishares Core S&P Sm Cap ETF Transaction History
Trademark Financial Management, LLC
- $126 Billion
- Q3 2024
A detailed history of Trademark Financial Management, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Trademark Financial Management, LLC holds 4,430 shares of IJR stock, worth $504,665. This represents 0.41% of its overall portfolio holdings.
Number of Shares
4,430
Previous 4,532
2.25%
Holding current value
$504,665
Previous $483 Million
7.19%
% of portfolio
0.41%
Previous 0.39%
Shares
4 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