Kelman Lazarov, Inc. Ishares Core S&P Sm Cap ETF Transaction History
Kelman Lazarov, Inc.
- $525 Million
- Q3 2024
A detailed history of Kelman Lazarov, Inc. transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Kelman Lazarov, Inc. holds 203,958 shares of IJR stock, worth $24.1 Million. This represents 4.55% of its overall portfolio holdings.
Number of Shares
203,958
Previous 199,904
2.03%
Holding current value
$24.1 Million
Previous $21.3 Million
11.88%
% of portfolio
4.55%
Previous 4.31%
Shares
29 transactions
Others Institutions Holding IJR
# of Institutions
2,589Shares Held
500MCall Options Held
1.04MPut Options Held
671K-
Northwestern Mutual Wealth Management CO36.3MShares$4.29 Billion3.79% of portfolio
-
Bank Of America Corp Charlotte, NC31MShares$3.66 Billion0.31% of portfolio
-
Morgan Stanley New York, NY18.7MShares$2.2 Billion0.16% of portfolio
-
Envestnet Asset Management Inc17.8MShares$2.1 Billion0.69% of portfolio
-
Wells Fargo & Company San Francisco, CA16.1MShares$1.9 Billion0.44% of portfolio