Burkett Financial Services, LLC Ishares Core S&P Sm Cap ETF Transaction History
Burkett Financial Services, LLC
- $194 Billion
- Q1 2024
A detailed history of Burkett Financial Services, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Burkett Financial Services, LLC holds 61,857 shares of IJR stock, worth $6.58 Million. This represents 3.52% of its overall portfolio holdings.
Number of Shares
61,857
Previous 61,085
1.26%
Holding current value
$6.58 Million
Previous $6.61 Billion
3.39%
% of portfolio
3.52%
Previous 3.68%
Shares
2 transactions
Others Institutions Holding IJR
# of Institutions
2,452Shares Held
481MCall Options Held
625KPut Options Held
581K-
Northwestern Mutual Wealth Management CO33.8MShares$3.59 Billion3.84% of portfolio
-
Bank Of America Corp Charlotte, NC30.7MShares$3.27 Billion0.32% of portfolio
-
Morgan Stanley New York, NY19.2MShares$2.04 Billion0.17% of portfolio
-
Wells Fargo & Company San Francisco, CA16.6MShares$1.77 Billion0.45% of portfolio
-
Lpl Financial LLC Fort Mill, SC13MShares$1.38 Billion0.79% of portfolio