Clear Point Advisors Inc. Ishares Core S&P Sm Cap ETF Transaction History
Clear Point Advisors Inc.
- $111 Billion
- Q1 2025
A detailed history of Clear Point Advisors Inc. transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Clear Point Advisors Inc. holds 4,498 shares of IJR stock, worth $450,384. This represents 0.42% of its overall portfolio holdings.
Number of Shares
4,498
Previous 4,756
5.42%
Holding current value
$450,384
Previous $548 Million
14.17%
% of portfolio
0.42%
Previous 0.47%
Shares
6 transactions
Others Institutions Holding IJR
# of Institutions
2,812Shares Held
535MCall Options Held
877KPut Options Held
272K-
Northwestern Mutual Wealth Management CO38.1MShares$3.82 Billion3.73% of portfolio
-
Bank Of America Corp Charlotte, NC32.1MShares$3.21 Billion0.32% of portfolio
-
Morgan Stanley New York, NY19.2MShares$1.92 Billion0.16% of portfolio
-
Envestnet Asset Management Inc17.8MShares$1.78 Billion0.62% of portfolio
-
Wells Fargo & Company San Francisco, CA17.2MShares$1.72 Billion0.46% of portfolio