Hcr Wealth Advisors Ishares Core S&P Sm Cap ETF Transaction History
Hcr Wealth Advisors
- $698 Million
- Q2 2024
A detailed history of Hcr Wealth Advisors transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Hcr Wealth Advisors holds 364,076 shares of IJR stock, worth $42.4 Million. This represents 5.56% of its overall portfolio holdings.
Number of Shares
364,076
Previous 367,310
0.88%
Holding current value
$42.4 Million
Previous $40.6 Million
4.34%
% of portfolio
5.56%
Previous 6.17%
Shares
17 transactions
Others Institutions Holding IJR
# of Institutions
2,476Shares Held
489MCall Options Held
727KPut Options Held
97.4K-
Northwestern Mutual Wealth Management CO34.9MShares$4.07 Billion3.68% of portfolio
-
Bank Of America Corp Charlotte, NC30.4MShares$3.55 Billion0.29% of portfolio
-
Morgan Stanley New York, NY18.2MShares$2.12 Billion0.15% of portfolio
-
Envestnet Asset Management Inc17.1MShares$1.99 Billion0.65% of portfolio
-
Wells Fargo & Company San Francisco, CA15.9MShares$1.86 Billion0.42% of portfolio