Apriem Advisors Ishares Core S&P Sm Cap ETF Transaction History

Apriem Advisors

$855 Million
Q4 2024

A detailed history of Apriem Advisors transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Apriem Advisors holds 5,125 shares of IJR stock, worth $611,105. This represents 0.07% of its overall portfolio holdings.

Number of Shares

5,125

Holding current value

$611,105

% of portfolio

0.07%

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 04, 2025	BUY	$113.92 - $127.38 $583,840 - $652,822	5,125 New	5,125 $590,000
Q3 2018 Nov 14, 2018	SELL	$84.33 - $90.31 $48,911 - $52,379	-580 Closed	0 $0
Q2 2018 Aug 14, 2018	BUY	$75.25 - $86.64 $43,645 - $50,251	580 New	580 $48,000

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

Ticker IJR
Sector ETFs
Industry ETFs

More about IJR

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