Center For Financial Planning, Inc. Ishares Core S&P Sm Cap ETF Transaction History
Center For Financial Planning, Inc.
- $736 Million
- Q3 2024
A detailed history of Center For Financial Planning, Inc. transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Center For Financial Planning, Inc. holds 10,809 shares of IJR stock, worth $1.3 Million. This represents 0.17% of its overall portfolio holdings.
Number of Shares
10,809
Previous 10,771
0.35%
Holding current value
$1.3 Million
Previous $1.15 Million
10.1%
% of portfolio
0.17%
Previous 0.17%
Shares
20 transactions
Others Institutions Holding IJR
# of Institutions
2,566Shares Held
500MCall Options Held
1.04MPut Options Held
671K-
Northwestern Mutual Wealth Management CO36.3MShares$4.38 Billion3.79% of portfolio
-
Bank Of America Corp Charlotte, NC31MShares$3.74 Billion0.31% of portfolio
-
Morgan Stanley New York, NY18.7MShares$2.25 Billion0.16% of portfolio
-
Envestnet Asset Management Inc17.8MShares$2.14 Billion0.69% of portfolio
-
Wells Fargo & Company San Francisco, CA16.1MShares$1.95 Billion0.44% of portfolio