Lakeshore Financial Planning, Inc. Ishares Core S&P Sm Cap ETF Transaction History
Lakeshore Financial Planning, Inc.
- $198 Billion
- Q1 2024
A detailed history of Lakeshore Financial Planning, Inc. transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Lakeshore Financial Planning, Inc. holds 32,030 shares of IJR stock, worth $3.38 Million. This represents 1.79% of its overall portfolio holdings.
Number of Shares
32,030
Previous 42,574
24.77%
Holding current value
$3.38 Million
Previous $4.02 Billion
11.85%
% of portfolio
1.79%
Previous 2.29%
Shares
2 transactions
Others Institutions Holding IJR
# of Institutions
2,452Shares Held
481MCall Options Held
625KPut Options Held
581K-
Northwestern Mutual Wealth Management CO33.8MShares$3.56 Billion3.84% of portfolio
-
Bank Of America Corp Charlotte, NC30.7MShares$3.24 Billion0.32% of portfolio
-
Morgan Stanley New York, NY19.2MShares$2.03 Billion0.17% of portfolio
-
Wells Fargo & Company San Francisco, CA16.6MShares$1.75 Billion0.45% of portfolio
-
Lpl Financial LLC Fort Mill, SC13MShares$1.37 Billion0.79% of portfolio