Kelman Lazarov, Inc. Ishares Core S&P Sm Cap ETF Transaction History
Kelman Lazarov, Inc.
- $494 Million
- Q2 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 199,904 shares of IJR stock, worth $23 Million. This represents 4.31% of its overall portfolio holdings.
Number of Shares
199,904
Previous 140,360
42.42%
Holding current value
$23 Million
Previous $15.5 Million
37.45%
% of portfolio
4.31%
Previous 3.21%
Shares
28 transactions
Others Institutions Holding IJR
# of Institutions
2,478Shares Held
489MCall Options Held
727KPut Options Held
97.4K-
Northwestern Mutual Wealth Management CO34.9MShares$4.02 Billion3.68% of portfolio
-
Bank Of America Corp Charlotte, NC30.4MShares$3.5 Billion0.29% of portfolio
-
Morgan Stanley New York, NY18.2MShares$2.1 Billion0.15% of portfolio
-
Envestnet Asset Management Inc17.1MShares$1.97 Billion0.65% of portfolio
-
Wells Fargo & Company San Francisco, CA15.9MShares$1.83 Billion0.42% of portfolio