Delta Financial Advisors LLC Ishares Core S&P Sm Cap ETF Transaction History
Delta Financial Advisors LLC
- $275 Million
- Q3 2024
A detailed history of Delta Financial Advisors LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Delta Financial Advisors LLC holds 17,129 shares of IJR stock, worth $1.98 Million. This represents 0.73% of its overall portfolio holdings.
Number of Shares
17,129
Previous 16,108
6.34%
Holding current value
$1.98 Million
Previous $1.72 Million
16.59%
% of portfolio
0.73%
Previous 0.67%
Shares
14 transactions
Others Institutions Holding IJR
# of Institutions
2,569Shares Held
500MCall Options Held
1.04MPut Options Held
671K-
Northwestern Mutual Wealth Management CO36.3MShares$4.21 Billion3.79% of portfolio
-
Bank Of America Corp Charlotte, NC31MShares$3.59 Billion0.31% of portfolio
-
Morgan Stanley New York, NY18.7MShares$2.16 Billion0.16% of portfolio
-
Envestnet Asset Management Inc17.8MShares$2.06 Billion0.69% of portfolio
-
Wells Fargo & Company San Francisco, CA16.1MShares$1.87 Billion0.44% of portfolio