Traverso Chambers Private Wealth Management, LLC Ishares Core S&P Sm Cap ETF Transaction History
Traverso Chambers Private Wealth Management, LLC
- $411 Million
- Q4 2023
A detailed history of Traverso Chambers Private Wealth Management, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Traverso Chambers Private Wealth Management, LLC holds 27,593 shares of IJR stock, worth $3.22 Million. This represents 0.73% of its overall portfolio holdings.
Number of Shares
27,593
Previous 29,167
5.4%
Holding current value
$3.22 Million
Previous $2.75 Million
8.54%
% of portfolio
0.73%
Previous 0.74%
Shares
20 transactions
Others Institutions Holding IJR
# of Institutions
2,569Shares Held
500MCall Options Held
1.04MPut Options Held
671K-
Northwestern Mutual Wealth Management CO36.3MShares$4.24 Billion3.79% of portfolio
-
Bank Of America Corp Charlotte, NC31MShares$3.62 Billion0.31% of portfolio
-
Morgan Stanley New York, NY18.7MShares$2.18 Billion0.16% of portfolio
-
Envestnet Asset Management Inc17.8MShares$2.07 Billion0.69% of portfolio
-
Wells Fargo & Company San Francisco, CA16.1MShares$1.88 Billion0.44% of portfolio