Inves Trust Ishares Core S&P Sm Cap ETF Transaction History

Inves Trust

$360 Billion
Q4 2024

A detailed history of Inves Trust transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Inves Trust holds 5,381 shares of IJR stock, worth $620,913. This represents 0.17% of its overall portfolio holdings.

Number of Shares

5,381

Holding current value

$620,913

% of portfolio

0.17%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 08, 2025	BUY	$113.92 - $127.38 $613,003 - $685,431	5,381 New	5,381 $619 Million

Others Institutions Holding IJR

# of Institutions

2,571

Shares Held

499M

Call Options Held

1.04M

Put Options Held

671K

Northwestern Mutual Wealth Management CO

36.3M
Shares

$4.19 Billion
3.79% of portfolio
Bank Of America Corp Charlotte, NC

31M
Shares

$3.58 Billion
0.31% of portfolio
Morgan Stanley New York, NY

18.7M
Shares

$2.15 Billion
0.16% of portfolio
Envestnet Asset Management Inc

17.8M
Shares

$2.05 Billion
0.69% of portfolio
Wells Fargo & Company San Francisco, CA

16.1M
Shares

$1.86 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 Inves Trust, based on Form 13F filings with the SEC.

News

Stay updated on Inves Trust with notifications on news.

Account