Lee Kelleher Wealth Management Ishares S&P Smallcap 600 Value Transaction History
Lee Kelleher Wealth Management
- $136 Billion
- Q1 2025
A detailed history of Lee Kelleher Wealth Management transactions in Ishares S&P Smallcap 600 Value stock. As of the latest transaction made, Lee Kelleher Wealth Management holds 14,148 shares of IJS stock, worth $1.35 Million. This represents 1.01% of its overall portfolio holdings.
Number of Shares
14,148
Previous 14,148
-0.0%
Holding current value
$1.35 Million
Previous $1.54 Billion
10.25%
% of portfolio
1.01%
Previous 1.09%
Shares
1 transactions
Others Institutions Holding IJS
# of Institutions
901Shares Held
41.4MCall Options Held
17.8KPut Options Held
8.7K-
Morgan Stanley New York, NY3.46MShares$331 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC3.22MShares$309 Million0.03% of portfolio
-
Regions Financial Corp1.47MShares$141 Million1.09% of portfolio
-
Wells Fargo & Company San Francisco, CA1.39MShares$133 Million0.03% of portfolio
-
Portfolio Solutions, LLC Troy, MI1.1MShares$106 Million11.47% of portfolio