Ellis Investment Partners, LLC Ishares Core S&P Sm Cap ETF Transaction History
Ellis Investment Partners, LLC
- $495 Million
- Q4 2024
A detailed history of Ellis Investment Partners, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Ellis Investment Partners, LLC holds 77,575 shares of IJR stock, worth $8.67 Million. This represents 1.81% of its overall portfolio holdings.
Number of Shares
77,575
Previous 75,505
2.74%
Holding current value
$8.67 Million
Previous $8.83 Million
1.21%
% of portfolio
1.81%
Previous 1.76%
Shares
27 transactions
Others Institutions Holding IJR
# of Institutions
2,823Shares Held
537MCall Options Held
877KPut Options Held
272K-
Northwestern Mutual Wealth Management CO38.1MShares$4.26 Billion3.73% of portfolio
-
Bank Of America Corp Charlotte, NC32.1MShares$3.58 Billion0.32% of portfolio
-
Morgan Stanley New York, NY19.2MShares$2.14 Billion0.16% of portfolio
-
Envestnet Asset Management Inc18.2MShares$2.03 Billion0.69% of portfolio
-
Wells Fargo & Company San Francisco, CA17.2MShares$1.92 Billion0.46% of portfolio