Legacy Advisors, LLC Ishares Core S&P Sm Cap ETF Transaction History
Legacy Advisors, LLC
- $978 Million
- Q4 2024
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 204,659 shares of IJR stock, worth $21.5 Million. This represents 2.41% of its overall portfolio holdings.
Number of Shares
204,659
Previous 192,864
6.12%
Holding current value
$21.5 Million
Previous $22.6 Million
4.54%
% of portfolio
2.41%
Previous 2.46%
Shares
12 transactions
Others Institutions Holding IJR
# of Institutions
2,830Shares Held
537MCall Options Held
877KPut Options Held
272K-
Northwestern Mutual Wealth Management CO38.1MShares$4 Billion3.73% of portfolio
-
Bank Of America Corp Charlotte, NC32.1MShares$3.37 Billion0.32% of portfolio
-
Morgan Stanley New York, NY19.2MShares$2.01 Billion0.16% of portfolio
-
Envestnet Asset Management Inc18.2MShares$1.91 Billion0.69% of portfolio
-
Wells Fargo & Company San Francisco, CA17.2MShares$1.8 Billion0.46% of portfolio