New Edge Advisors, LLC Ishares Core S&P Sm Cap ETF Transaction History
New Edge Advisors, LLC
- $11.2 Billion
- Q1 2024
A detailed history of New Edge Advisors, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, New Edge Advisors, LLC holds 443,879 shares of IJR stock, worth $49 Million. This represents 0.44% of its overall portfolio holdings.
Number of Shares
443,879
Previous 434,347
2.19%
Holding current value
$49 Million
Previous $47 Million
4.34%
% of portfolio
0.44%
Previous 0.46%
Shares
29 transactions
Others Institutions Holding IJR
# of Institutions
2,445Shares Held
481MCall Options Held
625KPut Options Held
581K-
Northwestern Mutual Wealth Management CO33.8MShares$3.73 Billion3.84% of portfolio
-
Bank Of America Corp Charlotte, NC30.7MShares$3.39 Billion0.32% of portfolio
-
Morgan Stanley New York, NY19.2MShares$2.12 Billion0.17% of portfolio
-
Wells Fargo & Company San Francisco, CA16.6MShares$1.84 Billion0.45% of portfolio
-
Lpl Financial LLC Fort Mill, SC13MShares$1.43 Billion0.79% of portfolio