Adviser Investments LLC Ishares Core S&P Sm Cap ETF Transaction History
Adviser Investments LLC
- $7.85 Billion
- Q2 2025
A detailed history of Adviser Investments LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Adviser Investments LLC holds 162,145 shares of IJR stock, worth $18 Million. This represents 0.23% of its overall portfolio holdings.
Number of Shares
162,145
Previous 118,216
37.16%
Holding current value
$18 Million
Previous $12.4 Million
43.35%
% of portfolio
0.23%
Previous 0.16%
Shares
33 transactions
Others Institutions Holding IJR
# of Institutions
2,809Shares Held
553MCall Options Held
533KPut Options Held
382K-
Northwestern Mutual Wealth Management CO39.1MShares$4.33 Billion3.37% of portfolio
-
Bank Of America Corp Charlotte, NC33MShares$3.66 Billion0.28% of portfolio
-
Kingstone Capital Partners Texas, LLC Frisco, TX19.3MShares$2.14 Billion0.33% of portfolio
-
Morgan Stanley New York, NY18.7MShares$2.07 Billion0.14% of portfolio
-
Wells Fargo & Company San Francisco, CA17.1MShares$1.9 Billion0.42% of portfolio