Capital Planning Advisors, LLC Ishares Core S&P Sm Cap ETF Transaction History
Capital Planning Advisors, LLC
- $555 Million
- Q1 2024
A detailed history of Capital Planning Advisors, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Capital Planning Advisors, LLC holds 19,160 shares of IJR stock, worth $2.02 Million. This represents 0.38% of its overall portfolio holdings.
Number of Shares
19,160
Previous 19,105
0.29%
Holding current value
$2.02 Million
Previous $2.07 Million
2.37%
% of portfolio
0.38%
Previous 0.4%
Shares
21 transactions
Others Institutions Holding IJR
# of Institutions
2,452Shares Held
481MCall Options Held
625KPut Options Held
581K-
Northwestern Mutual Wealth Management CO33.8MShares$3.56 Billion3.84% of portfolio
-
Bank Of America Corp Charlotte, NC30.7MShares$3.24 Billion0.32% of portfolio
-
Morgan Stanley New York, NY19.2MShares$2.03 Billion0.17% of portfolio
-
Wells Fargo & Company San Francisco, CA16.6MShares$1.75 Billion0.45% of portfolio
-
Lpl Financial LLC Fort Mill, SC13MShares$1.37 Billion0.79% of portfolio