Evanson Asset Management, LLC Ishares Core S&P Sm Cap ETF Transaction History
Evanson Asset Management, LLC
- $1.35 Billion
- Q3 2024
A detailed history of Evanson Asset Management, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Evanson Asset Management, LLC holds 21,868 shares of IJR stock, worth $2.5 Million. This represents 0.19% of its overall portfolio holdings.
Number of Shares
21,868
Previous 21,609
1.2%
Holding current value
$2.5 Million
Previous $2.3 Million
10.98%
% of portfolio
0.19%
Previous 0.18%
Shares
28 transactions
Others Institutions Holding IJR
# of Institutions
2,523Shares Held
494MCall Options Held
736KPut Options Held
97.4K-
Northwestern Mutual Wealth Management CO34.9MShares$3.99 Billion3.68% of portfolio
-
Bank Of America Corp Charlotte, NC30.4MShares$3.48 Billion0.29% of portfolio
-
Morgan Stanley New York, NY18.2MShares$2.08 Billion0.15% of portfolio
-
Envestnet Asset Management Inc17.1MShares$1.96 Billion0.65% of portfolio
-
Wells Fargo & Company San Francisco, CA15.9MShares$1.82 Billion0.42% of portfolio