Cypress Financial Planning LLC Ishares Core S&P Sm Cap ETF Transaction History
Cypress Financial Planning LLC
- $270 Million
- Q4 2024
A detailed history of Cypress Financial Planning LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Cypress Financial Planning LLC holds 14,509 shares of IJR stock, worth $1.7 Million. This represents 0.62% of its overall portfolio holdings.
Number of Shares
14,509
Previous 13,632
6.43%
Holding current value
$1.7 Million
Previous $1.59 Million
4.83%
% of portfolio
0.62%
Previous 0.59%
Shares
10 transactions
Others Institutions Holding IJR
# of Institutions
2,788Shares Held
536MCall Options Held
995KPut Options Held
461K-
Northwestern Mutual Wealth Management CO38.1MShares$4.46 Billion3.73% of portfolio
-
Bank Of America Corp Charlotte, NC32.1MShares$3.75 Billion0.32% of portfolio
-
Morgan Stanley New York, NY19.2MShares$2.24 Billion0.16% of portfolio
-
Envestnet Asset Management Inc18.2MShares$2.13 Billion0.69% of portfolio
-
Wells Fargo & Company San Francisco, CA17.2MShares$2.01 Billion0.46% of portfolio