Fountainhead Am, LLC Ishares Core S&P Sm Cap ETF Transaction History
Fountainhead Am, LLC
- $518 Million
- Q4 2024
A detailed history of Fountainhead Am, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Fountainhead Am, LLC holds 280,994 shares of IJR stock, worth $30.5 Million. This represents 6.25% of its overall portfolio holdings.
Number of Shares
280,994
Previous 265,431
5.86%
Holding current value
$30.5 Million
Previous $31 Million
4.29%
% of portfolio
6.25%
Previous 6.9%
Shares
17 transactions
Others Institutions Holding IJR
# of Institutions
2,823Shares Held
537MCall Options Held
877KPut Options Held
272K-
Northwestern Mutual Wealth Management CO38.1MShares$4.14 Billion3.73% of portfolio
-
Bank Of America Corp Charlotte, NC32.1MShares$3.48 Billion0.32% of portfolio
-
Morgan Stanley New York, NY19.2MShares$2.08 Billion0.16% of portfolio
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Envestnet Asset Management Inc18.2MShares$1.97 Billion0.69% of portfolio
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Wells Fargo & Company San Francisco, CA17.2MShares$1.86 Billion0.46% of portfolio