Capital Planning Advisors, LLC Ishares Core S&P Sm Cap ETF Call Options Transaction History

Capital Planning Advisors, LLC

$639 Million
Q3 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding IJR

# of Institutions

2,550

Shares Held

500M

Call Options Held

771K

Put Options Held

97.4K

Northwestern Mutual Wealth Management CO

36.3M
Shares

$4.49 Billion
3.79% of portfolio
Bank Of America Corp Charlotte, NC

30.4M
Shares

$3.76 Billion
0.29% of portfolio
Morgan Stanley New York, NY

18.2M
Shares

$2.25 Billion
0.15% of portfolio
Envestnet Asset Management Inc

17.8M
Shares

$2.19 Billion
0.69% of portfolio
Wells Fargo & Company San Francisco, CA

16.1M
Shares

$1.99 Billion
0.44% of portfolio

About ISHARES CORE S&P SM CAP ETF

Ticker IJR
Sector ETFs
Industry ETFs

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