Asset Dedication, LLC Ishares Core S&P Sm Cap ETF Transaction History
Asset Dedication, LLC
- $1.25 Billion
- Q4 2024
A detailed history of Asset Dedication, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Asset Dedication, LLC holds 12,024 shares of IJR stock, worth $1.41 Million. This represents 0.11% of its overall portfolio holdings.
Number of Shares
12,024
Previous 10,997
9.34%
Holding current value
$1.41 Million
Previous $1.29 Million
7.7%
% of portfolio
0.11%
Previous 0.09%
Shares
29 transactions
Others Institutions Holding IJR
# of Institutions
2,788Shares Held
536MCall Options Held
995KPut Options Held
461K-
Northwestern Mutual Wealth Management CO38.1MShares$4.46 Billion3.73% of portfolio
-
Bank Of America Corp Charlotte, NC32.1MShares$3.75 Billion0.32% of portfolio
-
Morgan Stanley New York, NY19.2MShares$2.24 Billion0.16% of portfolio
-
Envestnet Asset Management Inc18.2MShares$2.13 Billion0.69% of portfolio
-
Wells Fargo & Company San Francisco, CA17.2MShares$2.01 Billion0.46% of portfolio