Cheviot Value Management, LLC Ishares Core S&P Sm Cap ETF Transaction History
Cheviot Value Management, LLC
- $820 Million
- Q1 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 $180,856. This represents 0.02% of its overall portfolio holdings.
Number of Shares
1,695
Previous 2,219
23.61%
Holding current value
$180,856
Previous $255,000
30.59%
% of portfolio
0.02%
Previous 0.05%
Shares
2 transactions
Others Institutions Holding IJR
# of Institutions
2,817Shares Held
548MCall Options Held
533KPut Options Held
389K-
Northwestern Mutual Wealth Management CO39.1MShares$4.17 Billion3.37% of portfolio
-
Bank Of America Corp Charlotte, NC33MShares$3.52 Billion0.28% of portfolio
-
Morgan Stanley New York, NY18.7MShares$2 Billion0.14% of portfolio
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Envestnet Asset Management Inc17.8MShares$1.9 Billion0.62% of portfolio
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Wells Fargo & Company San Francisco, CA17.1MShares$1.83 Billion0.42% of portfolio