Naples Global Advisors, LLC Ishares Core S&P Sm Cap ETF Transaction History
Naples Global Advisors, LLC
- $1.24 Billion
- Q3 2025
A detailed history of Naples Global Advisors, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Naples Global Advisors, LLC holds 67,655 shares of IJR stock, worth $7.91 Million. This represents 0.65% of its overall portfolio holdings.
Number of Shares
67,655
Previous 65,120
3.89%
Holding current value
$7.91 Million
Previous $7.12 Million
12.97%
% of portfolio
0.65%
Previous 0.63%
Shares
33 transactions
Others Institutions Holding IJR
# of Institutions
2,880Shares Held
537MCall Options Held
490KPut Options Held
336K-
Northwestern Mutual Wealth Management CO42.3MShares$4.95 Billion3.41% of portfolio
-
Bank Of America Corp Charlotte, NC31.7MShares$3.7 Billion0.26% of portfolio
-
Morgan Stanley New York, NY18MShares$2.1 Billion0.13% of portfolio
-
Lpl Financial LLC Fort Mill, SC16.5MShares$1.93 Billion0.61% of portfolio
-
Wells Fargo & Company San Francisco, CA15.4MShares$1.8 Billion0.36% of portfolio