Davies Financial Advisors, Inc. Ishares Core S&P Sm Cap ETF Transaction History
Davies Financial Advisors, Inc.
- $118 Billion
- Q4 2024
A detailed history of Davies Financial Advisors, Inc. transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Davies Financial Advisors, Inc. holds 11,792 shares of IJR stock, worth $1.39 Million. This represents 1.16% of its overall portfolio holdings.
Number of Shares
11,792
Previous 8,695
35.62%
Holding current value
$1.39 Million
Previous $1.02 Billion
33.6%
% of portfolio
1.16%
Previous 0.89%
Shares
4 transactions
Others Institutions Holding IJR
# of Institutions
2,589Shares Held
500MCall Options Held
1.04MPut Options Held
671K-
Northwestern Mutual Wealth Management CO36.3MShares$4.29 Billion3.79% of portfolio
-
Bank Of America Corp Charlotte, NC31MShares$3.66 Billion0.31% of portfolio
-
Morgan Stanley New York, NY18.7MShares$2.2 Billion0.16% of portfolio
-
Envestnet Asset Management Inc17.8MShares$2.1 Billion0.69% of portfolio
-
Wells Fargo & Company San Francisco, CA16.1MShares$1.9 Billion0.44% of portfolio