Napa Wealth Management Ishares Core S&P Sm Cap ETF Transaction History

Napa Wealth Management

$184 Billion
Q4 2023

A detailed history of Napa Wealth Management transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Napa Wealth Management holds 6,574 shares of IJR stock, worth $699,407. This represents 0.39% of its overall portfolio holdings.

Number of Shares

6,574

Holding current value

$699,407

% of portfolio

0.39%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 22, 2024	BUY	$87.61 - $110.11 $575,948 - $723,863	6,574 New	6,574 $712 Million

Others Institutions Holding IJR

# of Institutions

2,452

Shares Held

481M

Call Options Held

625K

Put Options Held

581K

Northwestern Mutual Wealth Management CO

33.8M
Shares

$3.59 Billion
3.84% of portfolio
Bank Of America Corp Charlotte, NC

30.7M
Shares

$3.27 Billion
0.32% of portfolio
Morgan Stanley New York, NY

19.2M
Shares

$2.04 Billion
0.17% of portfolio
Wells Fargo & Company San Francisco, CA

16.6M
Shares

$1.77 Billion
0.45% of portfolio
Lpl Financial LLC Fort Mill, SC

13M
Shares

$1.38 Billion
0.79% of portfolio

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About ISHARES CORE S&P SM CAP ETF

Ticker IJR
Sector ETFs
Industry ETFs

More about IJR

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Napa Wealth Management Ishares Core S&P Sm Cap ETF Transaction History