Cfs Investment Advisory Services, LLC Ishares Core S&P Sm Cap ETF Transaction History
Cfs Investment Advisory Services, LLC
- $1.22 Billion
- Q2 2025
A detailed history of Cfs Investment Advisory Services, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Cfs Investment Advisory Services, LLC holds 58,189 shares of IJR stock, worth $6.45 Million. This represents 0.52% of its overall portfolio holdings.
Number of Shares
58,189
Previous 58,232
0.07%
Holding current value
$6.45 Million
Previous $6.09 Million
4.43%
% of portfolio
0.52%
Previous 0.54%
Shares
14 transactions
Others Institutions Holding IJR
# of Institutions
2,819Shares Held
565MCall Options Held
554KPut Options Held
325K-
Northwestern Mutual Wealth Management CO41.3MShares$4.58 Billion3.33% of portfolio
-
Bank Of America Corp Charlotte, NC32MShares$3.55 Billion0.26% of portfolio
-
Kingstone Capital Partners Texas, LLC Frisco, TX19.3MShares$2.14 Billion0.33% of portfolio
-
Morgan Stanley New York, NY18.1MShares$2.01 Billion0.13% of portfolio
-
Envestnet Asset Management Inc16.8MShares$1.87 Billion0.56% of portfolio