Campbell Wealth Management Ishares Core S&P Sm Cap ETF Transaction History

Campbell Wealth Management

$1.01 Billion
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2020 Nov 02, 2020	SELL	$65.69 - $75.96 $39,414 - $45,575	-600 Closed	0 $0
Q2 2020 Jul 23, 2020	BUY	$50.99 - $75.55 $30,594 - $45,330	600 New	600 $41,000

Others Institutions Holding IJR

# of Institutions

2,450

Shares Held

481M

Call Options Held

625K

Put Options Held

581K

Northwestern Mutual Wealth Management CO

33.8M
Shares

$3.6 Billion
3.84% of portfolio
Bank Of America Corp Charlotte, NC

30.7M
Shares

$3.27 Billion
0.32% of portfolio
Morgan Stanley New York, NY

19.2M
Shares

$2.05 Billion
0.17% of portfolio
Wells Fargo & Company San Francisco, CA

16.6M
Shares

$1.77 Billion
0.45% of portfolio
Lpl Financial LLC Fort Mill, SC

13M
Shares

$1.39 Billion
0.79% of portfolio

About ISHARES CORE S&P SM CAP ETF

Ticker IJR
Sector ETFs
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