Colonial Trust Advisors Ishares Core S&P Sm Cap ETF Transaction History
Colonial Trust Advisors
- $1.19 Billion
- Q2 2025
A detailed history of Colonial Trust Advisors transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Colonial Trust Advisors holds 36,236 shares of IJR stock, worth $4.27 Million. This represents 0.33% of its overall portfolio holdings.
Number of Shares
36,236
Previous 42,454
14.65%
Holding current value
$4.27 Million
Previous $4.44 Million
10.79%
% of portfolio
0.33%
Previous 0.4%
Shares
29 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