Kesler, Norman & Wride, LLC Ishares Core S&P Sm Cap ETF Transaction History

Kesler, Norman & Wride, LLC

$529 Million
Q3 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Aug 04, 2025	BUY	$90.56 - $109.49 $177,225 - $214,271	1,957 New	1,957 $213,000

Others Institutions Holding IJR

# of Institutions

2,848

Shares Held

544M

Call Options Held

554K

Put Options Held

325K

Northwestern Mutual Wealth Management CO

41.3M
Shares

$4.87 Billion
3.33% of portfolio
Bank Of America Corp Charlotte, NC

32M
Shares

$3.77 Billion
0.26% of portfolio
Morgan Stanley New York, NY

18.1M
Shares

$2.14 Billion
0.13% of portfolio
Envestnet Asset Management Inc

16.8M
Shares

$1.98 Billion
0.56% of portfolio
Wells Fargo & Company San Francisco, CA

16.4M
Shares

$1.94 Billion
0.38% of portfolio

About ISHARES CORE S&P SM CAP ETF

Ticker IJR
Sector ETFs
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