Kathleen S. Wright Associates Inc. Ishares Core S&P Sm Cap ETF Transaction History
Kathleen S. Wright Associates Inc.
- $242 Million
- Q4 2024
A detailed history of Kathleen S. Wright Associates Inc. transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Kathleen S. Wright Associates Inc. holds 5,279 shares of IJR stock, worth $625,244. This represents 0.25% of its overall portfolio holdings.
Number of Shares
5,279
Previous 5,270
0.17%
Holding current value
$625,244
Previous $616,000
1.3%
% of portfolio
0.25%
Previous 0.25%
Shares
13 transactions
Others Institutions Holding IJR
# of Institutions
2,631Shares Held
503MCall Options Held
1.04MPut Options Held
671K-
Northwestern Mutual Wealth Management CO36.3MShares$4.3 Billion3.79% of portfolio
-
Bank Of America Corp Charlotte, NC31MShares$3.67 Billion0.31% of portfolio
-
Morgan Stanley New York, NY18.7MShares$2.21 Billion0.16% of portfolio
-
Envestnet Asset Management Inc17.8MShares$2.1 Billion0.69% of portfolio
-
Wells Fargo & Company San Francisco, CA16.1MShares$1.91 Billion0.44% of portfolio