Jacobson & Schmitt Advisors, LLC Ishares Core S&P Sm Cap ETF Transaction History
Jacobson & Schmitt Advisors, LLC
- $481 Million
- Q1 2025
Shares
4 transactions
Others Institutions Holding IJR
# of Institutions
2,821Shares Held
566MCall Options Held
533KPut Options Held
389K-
Northwestern Mutual Wealth Management CO39.1MShares$4.41 Billion3.37% of portfolio
-
Bank Of America Corp Charlotte, NC33MShares$3.72 Billion0.28% of portfolio
-
Kingstone Capital Partners Texas, LLC Frisco, TX19.3MShares$2.17 Billion0.33% of portfolio
-
Morgan Stanley New York, NY18.7MShares$2.11 Billion0.14% of portfolio
-
Envestnet Asset Management Inc17.8MShares$2.01 Billion0.62% of portfolio