Cheviot Value Management, LLC Ishares Core S&P Sm Cap ETF Transaction History
Cheviot Value Management, LLC
- $840 Million
- Q2 2025
A detailed history of Cheviot Value Management, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Cheviot Value Management, LLC holds 1,695 shares of IJR stock, worth $199,654. This represents 0.02% of its overall portfolio holdings.
Number of Shares
1,695
Previous 1,695
-0.0%
Holding current value
$199,654
Previous $177,000
4.52%
% of portfolio
0.02%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding IJR
# of Institutions
2,844Shares Held
545MCall Options Held
554KPut Options Held
325K-
Northwestern Mutual Wealth Management CO41.3MShares$4.87 Billion3.33% of portfolio
-
Bank Of America Corp Charlotte, NC32MShares$3.77 Billion0.26% of portfolio
-
Morgan Stanley New York, NY18.1MShares$2.14 Billion0.13% of portfolio
-
Envestnet Asset Management Inc16.8MShares$1.98 Billion0.56% of portfolio
-
Wells Fargo & Company San Francisco, CA16.4MShares$1.94 Billion0.38% of portfolio