Lebenthal Global Advisors, LLC Ishares Core S&P Sm Cap ETF Transaction History
Lebenthal Global Advisors, LLC
- $447 Million
- Q1 2024
A detailed history of Lebenthal Global Advisors, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Lebenthal Global Advisors, LLC holds 232,205 shares of IJR stock, worth $24.7 Million. This represents 5.74% of its overall portfolio holdings.
Number of Shares
232,205
Previous 137,437
68.95%
Holding current value
$24.7 Million
Previous $14.9 Million
72.5%
% of portfolio
5.74%
Previous 3.48%
Shares
9 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
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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