Carl P. Sherr & Co., LLC Ishares Core S&P Sm Cap ETF Transaction History
Carl P. Sherr & Co., LLC
- $188 Million
- Q4 2024
A detailed history of Carl P. Sherr & Co., LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Carl P. Sherr & Co., LLC holds 36,067 shares of IJR stock, worth $3.89 Million. This represents 2.21% of its overall portfolio holdings.
Number of Shares
36,067
Previous 35,491
1.62%
Holding current value
$3.89 Million
Previous $4.15 Million
0.1%
% of portfolio
2.21%
Previous 2.2%
Shares
16 transactions
Others Institutions Holding IJR
# of Institutions
2,826Shares Held
537MCall Options Held
877KPut Options Held
272K-
Northwestern Mutual Wealth Management CO38.1MShares$4.11 Billion3.73% of portfolio
-
Bank Of America Corp Charlotte, NC32.1MShares$3.45 Billion0.32% of portfolio
-
Morgan Stanley New York, NY19.2MShares$2.06 Billion0.16% of portfolio
-
Envestnet Asset Management Inc18.2MShares$1.96 Billion0.69% of portfolio
-
Wells Fargo & Company San Francisco, CA17.2MShares$1.85 Billion0.46% of portfolio