Kagan Cocozza Asset Management Ishares Core S&P Sm Cap ETF Transaction History
Kagan Cocozza Asset Management
- $130 Billion
- Q2 2025
A detailed history of Kagan Cocozza Asset Management transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Kagan Cocozza Asset Management holds 28,828 shares of IJR stock, worth $3.4 Million. This represents 2.42% of its overall portfolio holdings.
Number of Shares
28,828
Previous 25,444
13.3%
Holding current value
$3.4 Million
Previous $2.66 Billion
18.41%
% of portfolio
2.42%
Previous 2.17%
Shares
3 transactions
Others Institutions Holding IJR
# of Institutions
2,839Shares Held
545MCall Options Held
554KPut Options Held
325K-
Northwestern Mutual Wealth Management CO41.3MShares$4.87 Billion3.33% of portfolio
-
Bank Of America Corp Charlotte, NC32MShares$3.77 Billion0.26% of portfolio
-
Morgan Stanley New York, NY18.1MShares$2.14 Billion0.13% of portfolio
-
Envestnet Asset Management Inc16.8MShares$1.98 Billion0.56% of portfolio
-
Wells Fargo & Company San Francisco, CA16.4MShares$1.94 Billion0.38% of portfolio