Nelson Capital Management, LLC Ishares Core S&P Sm Cap ETF Transaction History
Nelson Capital Management, LLC
- $558 Million
- Q2 2024
A detailed history of Nelson Capital Management, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Nelson Capital Management, LLC holds 12,267 shares of IJR stock, worth $1.42 Million. This represents 0.23% of its overall portfolio holdings.
Number of Shares
12,267
Previous 12,402
1.09%
Holding current value
$1.42 Million
Previous $1.37 Million
4.53%
% of portfolio
0.23%
Previous 0.27%
Shares
26 transactions
Others Institutions Holding IJR
# of Institutions
2,476Shares Held
489MCall Options Held
727KPut Options Held
97.4K-
Northwestern Mutual Wealth Management CO34.9MShares$4.04 Billion3.68% of portfolio
-
Bank Of America Corp Charlotte, NC30.4MShares$3.52 Billion0.29% of portfolio
-
Morgan Stanley New York, NY18.2MShares$2.11 Billion0.15% of portfolio
-
Envestnet Asset Management Inc17.1MShares$1.98 Billion0.65% of portfolio
-
Wells Fargo & Company San Francisco, CA15.9MShares$1.84 Billion0.42% of portfolio