Lloyd Advisory Services, Llc. Ishares Core S&P Sm Cap ETF Transaction History

Lloyd Advisory Services, Llc.

$110 Million
Q1 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2020 Aug 07, 2020	SELL	$50.99 - $75.55 $3,110 - $4,608	-61 Closed	0 $0
Q4 2019 Feb 12, 2020	BUY	$75.05 - $84.14 $4,578 - $5,132	61 New	61 $5,000

Others Institutions Holding IJR

# of Institutions

2,808

Shares Held

544M

Call Options Held

635K

Put Options Held

292K

Northwestern Mutual Wealth Management CO

39.1M
Shares

$3.91 Billion
3.37% of portfolio
Bank Of America Corp Charlotte, NC

33M
Shares

$3.3 Billion
0.28% of portfolio
Morgan Stanley New York, NY

18.7M
Shares

$1.87 Billion
0.14% of portfolio
Envestnet Asset Management Inc

17.8M
Shares

$1.78 Billion
0.62% of portfolio
Wells Fargo & Company San Francisco, CA

17.1M
Shares

$1.72 Billion
0.42% of portfolio

About ISHARES CORE S&P SM CAP ETF

Ticker IJR
Sector ETFs
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