Carlton Hofferkamp & Jenks Wealth Management, LLC Ishares Core S&P Sm Cap ETF Transaction History
Carlton Hofferkamp & Jenks Wealth Management, LLC
- $307 Million
- Q3 2024
A detailed history of Carlton Hofferkamp & Jenks Wealth Management, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Carlton Hofferkamp & Jenks Wealth Management, LLC holds 31,560 shares of IJR stock, worth $3.68 Million. This represents 1.2% of its overall portfolio holdings.
Number of Shares
31,560
Previous 31,363
0.63%
Holding current value
$3.68 Million
Previous $3.35 Million
10.34%
% of portfolio
1.2%
Previous 1.36%
Shares
28 transactions
Others Institutions Holding IJR
# of Institutions
2,569Shares Held
500MCall Options Held
1.04MPut Options Held
671K-
Northwestern Mutual Wealth Management CO36.3MShares$4.24 Billion3.79% of portfolio
-
Bank Of America Corp Charlotte, NC31MShares$3.62 Billion0.31% of portfolio
-
Morgan Stanley New York, NY18.7MShares$2.18 Billion0.16% of portfolio
-
Envestnet Asset Management Inc17.8MShares$2.07 Billion0.69% of portfolio
-
Wells Fargo & Company San Francisco, CA16.1MShares$1.88 Billion0.44% of portfolio