Comprehensive Financial Planning, Inc./Pa Ishares Core S&P Sm Cap ETF Transaction History
Comprehensive Financial Planning, Inc./Pa
- $103 Billion
- Q1 2025
A detailed history of Comprehensive Financial Planning, Inc./Pa transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Comprehensive Financial Planning, Inc./Pa holds 969 shares of IJR stock, worth $107,520. This represents 0.1% of its overall portfolio holdings.
Number of Shares
969
Previous 967
0.21%
Holding current value
$107,520
Previous $111 Million
9.0%
% of portfolio
0.1%
Previous 0.09%
Shares
2 transactions
Others Institutions Holding IJR
# of Institutions
2,822Shares Held
567MCall Options Held
533KPut Options Held
389K-
Northwestern Mutual Wealth Management CO39.1MShares$4.33 Billion3.37% of portfolio
-
Bank Of America Corp Charlotte, NC33MShares$3.66 Billion0.28% of portfolio
-
Kingstone Capital Partners Texas, LLC Frisco, TX19.3MShares$2.14 Billion0.33% of portfolio
-
Morgan Stanley New York, NY18.7MShares$2.08 Billion0.14% of portfolio
-
Envestnet Asset Management Inc17.8MShares$1.98 Billion0.62% of portfolio