Alaethes Wealth LLC Ishares Core S&P Sm Cap ETF Transaction History

Alaethes Wealth LLC

$260 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 16, 2022	SELL	$89.03 - $109.02 $27,599 - $33,796	-310 Closed	0 $0
Q2 2021 Aug 13, 2021	BUY	$106.38 - $116.3 $32,977 - $36,053	310 New	310 $35,000

Others Institutions Holding IJR

# of Institutions

2,566

Shares Held

500M

Call Options Held

1.04M

Put Options Held

671K

Northwestern Mutual Wealth Management CO

36.3M
Shares

$4.54 Billion
3.79% of portfolio
Bank Of America Corp Charlotte, NC

31M
Shares

$3.87 Billion
0.31% of portfolio
Morgan Stanley New York, NY

18.7M
Shares

$2.33 Billion
0.16% of portfolio
Envestnet Asset Management Inc

17.8M
Shares

$2.22 Billion
0.69% of portfolio
Wells Fargo & Company San Francisco, CA

16.1M
Shares

$2.02 Billion
0.44% of portfolio

About ISHARES CORE S&P SM CAP ETF

Ticker IJR
Sector ETFs
Industry ETFs

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