Hutchens & Kramer Investment Management Group, LLC Ishares Core S&P Sm Cap ETF Transaction History

Hutchens & Kramer Investment Management Group, LLC

$162 Million
Q3 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 22, 2024	BUY	$87.61 - $110.11 $176,271 - $221,541	2,012 New	2,012 $217,000
Q2 2022 Aug 15, 2022	SELL	$89.03 - $109.02 $174,142 - $213,243	-1,956 Closed	0 $0
Q4 2021 May 16, 2022	BUY	$108.26 - $120.32 $211,756 - $235,345	1,956 New	1,956 $214,000

Others Institutions Holding IJR

# of Institutions

2,567

Shares Held

500M

Call Options Held

1.04M

Put Options Held

671K

Northwestern Mutual Wealth Management CO

36.3M
Shares

$4.58 Billion
3.79% of portfolio
Bank Of America Corp Charlotte, NC

31M
Shares

$3.91 Billion
0.31% of portfolio
Morgan Stanley New York, NY

18.7M
Shares

$2.36 Billion
0.16% of portfolio
Envestnet Asset Management Inc

17.8M
Shares

$2.24 Billion
0.69% of portfolio
Wells Fargo & Company San Francisco, CA

16.1M
Shares

$2.04 Billion
0.44% of portfolio

View Full List

About ISHARES CORE S&P SM CAP ETF

Ticker IJR
Sector ETFs
Industry ETFs

More about IJR

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Hutchens & Kramer Investment Management Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Hutchens & Kramer Investment Management Group, LLC with notifications on news.

Account