Carson Advisory Inc. Ishares Core S&P Sm Cap ETF Transaction History
Carson Advisory Inc.
- $138 Million
- Q1 2024
A detailed history of Carson Advisory Inc. transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Carson Advisory Inc. holds 2,788 shares of IJR stock, worth $310,276. This represents 0.22% of its overall portfolio holdings.
Number of Shares
2,788
Previous 2,186
27.54%
Holding current value
$310,276
Previous $236,000
30.51%
% of portfolio
0.22%
Previous 0.19%
Shares
9 transactions
Others Institutions Holding IJR
# of Institutions
2,446Shares Held
481MCall Options Held
625KPut Options Held
577K-
Northwestern Mutual Wealth Management CO33.8MShares$3.76 Billion3.84% of portfolio
-
Bank Of America Corp Charlotte, NC30.7MShares$3.42 Billion0.32% of portfolio
-
Morgan Stanley New York, NY19.2MShares$2.14 Billion0.17% of portfolio
-
Wells Fargo & Company San Francisco, CA16.6MShares$1.85 Billion0.45% of portfolio
-
Lpl Financial LLC Fort Mill, SC13MShares$1.45 Billion0.79% of portfolio