Legacy Advisors, LLC Ishares Core S&P Sm Cap ETF Transaction History
Legacy Advisors, LLC
- $6.33 Billion
- Q2 2025
A detailed history of Legacy Advisors, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Legacy Advisors, LLC holds 24,304 shares of IJR stock, worth $2.92 Million. This represents 3.51% of its overall portfolio holdings.
Number of Shares
24,304
Previous 215,758
88.74%
Holding current value
$2.92 Million
Previous $22.6 Million
885.68%
% of portfolio
3.51%
Previous 2.48%
Shares
14 transactions
Others Institutions Holding IJR
# of Institutions
2,829Shares Held
564MCall Options Held
554KPut Options Held
325K-
Northwestern Mutual Wealth Management CO41.3MShares$4.96 Billion3.33% of portfolio
-
Bank Of America Corp Charlotte, NC32MShares$3.84 Billion0.26% of portfolio
-
Kingstone Capital Partners Texas, LLC Frisco, TX19.3MShares$2.31 Billion0.33% of portfolio
-
Morgan Stanley New York, NY18.1MShares$2.18 Billion0.13% of portfolio
-
Envestnet Asset Management Inc16.8MShares$2.02 Billion0.56% of portfolio