Klingman & Associates, LLC Ishares Core S&P Sm Cap ETF Transaction History
Klingman & Associates, LLC
- $1.61 Billion
- Q3 2024
A detailed history of Klingman & Associates, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Klingman & Associates, LLC holds 531,921 shares of IJR stock, worth $65.7 Million. This represents 3.86% of its overall portfolio holdings.
Number of Shares
531,921
Previous 519,306
2.43%
Holding current value
$65.7 Million
Previous $55.4 Million
12.32%
% of portfolio
3.86%
Previous 3.75%
Shares
30 transactions
Others Institutions Holding IJR
# of Institutions
2,538Shares Held
496MCall Options Held
771KPut Options Held
97.4K-
Northwestern Mutual Wealth Management CO34.9MShares$4.31 Billion3.68% of portfolio
-
Bank Of America Corp Charlotte, NC30.4MShares$3.76 Billion0.29% of portfolio
-
Morgan Stanley New York, NY18.2MShares$2.25 Billion0.15% of portfolio
-
Envestnet Asset Management Inc17.8MShares$2.19 Billion0.69% of portfolio
-
Wells Fargo & Company San Francisco, CA15.9MShares$1.97 Billion0.42% of portfolio