Francis Financial, Inc. Ishares Core S&P Sm Cap ETF Transaction History
Francis Financial, Inc.
- $304 Million
- Q2 2024
A detailed history of Francis Financial, Inc. transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Francis Financial, Inc. holds 118,617 shares of IJR stock, worth $13.6 Million. This represents 4.17% of its overall portfolio holdings.
Number of Shares
118,617
Previous 117,849
0.65%
Holding current value
$13.6 Million
Previous $13 Million
2.86%
% of portfolio
4.17%
Previous 4.55%
Shares
9 transactions
Others Institutions Holding IJR
# of Institutions
2,476Shares Held
489MCall Options Held
727KPut 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