Safe Harbor Fiduciary, LLC Ishares Core S&P Sm Cap ETF Transaction History

Safe Harbor Fiduciary, LLC

$107 Billion
Q3 2024

A detailed history of Safe Harbor Fiduciary, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Safe Harbor Fiduciary, LLC holds 67 shares of IJR stock, worth $8,274. This represents 0.01% of its overall portfolio holdings.

Number of Shares

Holding current value

$8,274

% of portfolio

0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 13, 2024	BUY	$105.53 - $118.34 $7,070 - $7,928	67 New	67 $7.84 Million

Others Institutions Holding IJR

# of Institutions

2,558

Shares Held

500M

Call Options Held

959K

Put Options Held

646K

Northwestern Mutual Wealth Management CO

36.3M
Shares

$4.49 Billion
3.79% of portfolio
Bank Of America Corp Charlotte, NC

31M
Shares

$3.83 Billion
0.31% of portfolio
Morgan Stanley New York, NY

18.7M
Shares

$2.31 Billion
0.16% of portfolio
Envestnet Asset Management Inc

17.8M
Shares

$2.19 Billion
0.69% of portfolio
Wells Fargo & Company San Francisco, CA

16.1M
Shares

$1.99 Billion
0.44% of portfolio

View Full List

About ISHARES CORE S&P SM CAP ETF

Ticker IJR
Sector ETFs
Industry ETFs

More about IJR

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Safe Harbor Fiduciary, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Safe Harbor Fiduciary, LLC with notifications on news.

Account

Safe Harbor Fiduciary, LLC Ishares Core S&P Sm Cap ETF Transaction History