Heron Financial Group, LLC Ishares Core S&P Sm Cap ETF Transaction History
Heron Financial Group, LLC
- $185 Million
- Q2 2023
A detailed history of Heron Financial Group, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Heron Financial Group, LLC holds 3,359 shares of IJR stock, worth $419,505. This represents 0.18% of its overall portfolio holdings.
Number of Shares
3,359
Previous 3,359
-0.0%
Holding current value
$419,505
Previous $324,000
3.09%
% of portfolio
0.18%
Previous 0.18%
Shares
12 transactions
Others Institutions Holding IJR
# of Institutions
2,566Shares Held
500MCall Options Held
1.04MPut Options Held
671K-
Northwestern Mutual Wealth Management CO36.3MShares$4.54 Billion3.79% of portfolio
-
Bank Of America Corp Charlotte, NC31MShares$3.87 Billion0.31% of portfolio
-
Morgan Stanley New York, NY18.7MShares$2.33 Billion0.16% of portfolio
-
Envestnet Asset Management Inc17.8MShares$2.22 Billion0.69% of portfolio
-
Wells Fargo & Company San Francisco, CA16.1MShares$2.02 Billion0.44% of portfolio