Lake Street Advisors Group, LLC Ishares Core S&P Sm Cap ETF Transaction History
Lake Street Advisors Group, LLC
- $2.11 Billion
- Q1 2024
A detailed history of Lake Street Advisors Group, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Lake Street Advisors Group, LLC holds 306,242 shares of IJR stock, worth $32.6 Million. This represents 1.6% of its overall portfolio holdings.
Number of Shares
306,242
Previous 348,086
12.02%
Holding current value
$32.6 Million
Previous $37.7 Million
10.18%
% of portfolio
1.6%
Previous 2.57%
Shares
27 transactions
Others Institutions Holding IJR
# of Institutions
2,452Shares Held
481MCall Options Held
625KPut Options Held
581K-
Northwestern Mutual Wealth Management CO33.8MShares$3.59 Billion3.84% of portfolio
-
Bank Of America Corp Charlotte, NC30.7MShares$3.27 Billion0.32% of portfolio
-
Morgan Stanley New York, NY19.2MShares$2.04 Billion0.17% of portfolio
-
Wells Fargo & Company San Francisco, CA16.6MShares$1.77 Billion0.45% of portfolio
-
Lpl Financial LLC Fort Mill, SC13MShares$1.38 Billion0.79% of portfolio