Lutz Financial Services LLC Ishares Core S&P Sm Cap ETF Transaction History
Lutz Financial Services LLC
- $1.14 Billion
- Q1 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 187,076 shares of IJR stock, worth $21.3 Million. This represents 1.81% of its overall portfolio holdings.
Number of Shares
187,076
Previous 186,123
0.51%
Holding current value
$21.3 Million
Previous $20.1 Million
2.62%
% of portfolio
1.81%
Previous 1.89%
Shares
26 transactions
Others Institutions Holding IJR
# of Institutions
2,440Shares Held
479MCall Options Held
625KPut Options Held
577K-
Northwestern Mutual Wealth Management CO33.8MShares$3.84 Billion3.84% of portfolio
-
Bank Of America Corp Charlotte, NC30.7MShares$3.49 Billion0.32% of portfolio
-
Morgan Stanley New York, NY19.2MShares$2.18 Billion0.17% of portfolio
-
Wells Fargo & Company San Francisco, CA16.6MShares$1.89 Billion0.45% of portfolio
-
Lpl Financial LLC Fort Mill, SC13MShares$1.48 Billion0.79% of portfolio