Advanced Research Investment Solutions, LLC Ishares Core S&P Sm Cap ETF Transaction History

Advanced Research Investment Solutions, LLC

$0
Q1 2024

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 09, 2023	SELL	$92.9 - $105.16 $142,973 - $161,841	-1,539 Reduced 25.17%	4,576 $431,000
Q2 2023 Aug 03, 2023	BUY	$91.14 - $99.81 $557,321 - $610,338	6,115 New	6,115 $609,000
Q2 2022 Aug 03, 2022	SELL	$89.03 - $109.02 $6,677 - $8,176	-75 Closed	0 $0
Q4 2021 Feb 09, 2022	BUY	$108.26 - $120.32 $8,119 - $9,024	75 New	75 $8,000

Others Institutions Holding IJR

# of Institutions

2,665

Shares Held

506M

Call Options Held

998K

Put Options Held

671K

Northwestern Mutual Wealth Management CO

36.3M
Shares

$4.33 Billion
3.79% of portfolio
Bank Of America Corp Charlotte, NC

31M
Shares

$3.7 Billion
0.31% of portfolio
Morgan Stanley New York, NY

18.7M
Shares

$2.23 Billion
0.16% of portfolio
Envestnet Asset Management Inc

17.8M
Shares

$2.12 Billion
0.69% of portfolio
Wells Fargo & Company San Francisco, CA

16.1M
Shares

$1.92 Billion
0.44% of portfolio

View Full List

About ISHARES CORE S&P SM CAP ETF

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