Capstone Financial Advisors, Inc. Ishares Core S&P Sm Cap ETF Transaction History
Capstone Financial Advisors, Inc.
- $1.59 Billion
- Q1 2025
A detailed history of Capstone Financial Advisors, Inc. transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Capstone Financial Advisors, Inc. holds 2,845 shares of IJR stock, worth $303,561. This represents 0.02% of its overall portfolio holdings.
Number of Shares
2,845
Previous 2,838
0.25%
Holding current value
$303,561
Previous $326,000
8.9%
% of portfolio
0.02%
Previous 0.02%
Shares
10 transactions
Others Institutions Holding IJR
# of Institutions
2,820Shares Held
548MCall Options Held
533KPut Options Held
389K-
Northwestern Mutual Wealth Management CO39.1MShares$4.17 Billion3.37% of portfolio
-
Bank Of America Corp Charlotte, NC33MShares$3.52 Billion0.28% of portfolio
-
Morgan Stanley New York, NY18.7MShares$2 Billion0.14% of portfolio
-
Envestnet Asset Management Inc17.8MShares$1.9 Billion0.62% of portfolio
-
Wells Fargo & Company San Francisco, CA17.1MShares$1.83 Billion0.42% of portfolio