Lutz Financial Services LLC Ishares Core S&P Sm Cap ETF Transaction History
Lutz Financial Services LLC
- $1.24 Billion
- Q4 2024
A detailed history of Lutz Financial Services LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Lutz Financial Services LLC holds 187,109 shares of IJR stock, worth $18.9 Million. This represents 1.74% of its overall portfolio holdings.
Number of Shares
187,109
Previous 190,103
1.57%
Holding current value
$18.9 Million
Previous $22.2 Million
3.04%
% of portfolio
1.74%
Previous 1.81%
Shares
29 transactions
Others Institutions Holding IJR
# of Institutions
2,819Shares Held
535MCall Options Held
877KPut Options Held
272K-
Northwestern Mutual Wealth Management CO38.1MShares$3.84 Billion3.73% of portfolio
-
Bank Of America Corp Charlotte, NC32.1MShares$3.23 Billion0.32% of portfolio
-
Morgan Stanley New York, NY19.2MShares$1.93 Billion0.16% of portfolio
-
Envestnet Asset Management Inc17.8MShares$1.8 Billion0.62% of portfolio
-
Wells Fargo & Company San Francisco, CA17.2MShares$1.73 Billion0.46% of portfolio