Capstone Financial Advisors, Inc. Ishares Core S&P Sm Cap ETF Transaction History
Capstone Financial Advisors, Inc.
- $1.72 Billion
- Q2 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 4,437 shares of IJR stock, worth $532,794. This represents 0.03% of its overall portfolio holdings.
Number of Shares
4,437
Previous 2,845
55.96%
Holding current value
$532,794
Previous $297,000
62.96%
% of portfolio
0.03%
Previous 0.02%
Shares
11 transactions
Others Institutions Holding IJR
# of Institutions
2,829Shares Held
564MCall Options Held
554KPut Options Held
325K-
Northwestern Mutual Wealth Management CO41.3MShares$4.96 Billion3.33% of portfolio
-
Bank Of America Corp Charlotte, NC32MShares$3.84 Billion0.26% of portfolio
-
Kingstone Capital Partners Texas, LLC Frisco, TX19.3MShares$2.31 Billion0.33% of portfolio
-
Morgan Stanley New York, NY18.1MShares$2.18 Billion0.13% of portfolio
-
Envestnet Asset Management Inc16.8MShares$2.02 Billion0.56% of portfolio