Cooper/Haims Advisors, LLC Ishares Core S&P Sm Cap ETF Transaction History

Cooper/Haims Advisors, LLC

$179 Million
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2019 Apr 26, 2019	BUY	$68.34 - $81.18 $234,064 - $278,041	3,425 New	3,425 $264,000

Others Institutions Holding IJR

# of Institutions

2,719

Shares Held

527M

Call Options Held

947K

Put Options Held

622K

Northwestern Mutual Wealth Management CO

38.1M
Shares

$4.46 Billion
3.73% of portfolio
Bank Of America Corp Charlotte, NC

31M
Shares

$3.63 Billion
0.31% of portfolio
Morgan Stanley New York, NY

18.7M
Shares

$2.19 Billion
0.16% of portfolio
Envestnet Asset Management Inc

17.8M
Shares

$2.08 Billion
0.69% of portfolio
Wells Fargo & Company San Francisco, CA

16.1M
Shares

$1.89 Billion
0.44% of portfolio

About ISHARES CORE S&P SM CAP ETF

Ticker IJR
Sector ETFs
Industry ETFs

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