Capstone Financial Advisors, Inc. Ishares Core S&P Sm Cap ETF Transaction History
Capstone Financial Advisors, Inc.
- $1.51 Billion
- Q2 2024
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 2,804 shares of IJR stock, worth $315,197. This represents 0.02% of its overall portfolio holdings.
Number of Shares
2,804
Previous 3,009
6.81%
Holding current value
$315,197
Previous $332,000
9.94%
% of portfolio
0.02%
Previous 0.02%
Shares
7 transactions
Others Institutions Holding IJR
# of Institutions
2,475Shares Held
489MCall Options Held
727KPut Options Held
97.4K-
Northwestern Mutual Wealth Management CO34.9MShares$3.92 Billion3.68% of portfolio
-
Bank Of America Corp Charlotte, NC30.4MShares$3.42 Billion0.29% of portfolio
-
Morgan Stanley New York, NY18.2MShares$2.05 Billion0.15% of portfolio
-
Envestnet Asset Management Inc17.1MShares$1.92 Billion0.65% of portfolio
-
Wells Fargo & Company San Francisco, CA15.9MShares$1.79 Billion0.42% of portfolio