Oak Harvest Investment Services Ishares Core S&P Sm Cap ETF Transaction History
Oak Harvest Investment Services
- $694 Million
- Q3 2024
A detailed history of Oak Harvest Investment Services transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Oak Harvest Investment Services holds 1,806 shares of IJR stock, worth $225,551. This represents 0.03% of its overall portfolio holdings.
Number of Shares
1,806
Previous 1,973
8.46%
Holding current value
$225,551
Previous $210,000
0.48%
% of portfolio
0.03%
Previous 0.03%
Shares
5 transactions
Others Institutions Holding IJR
# of Institutions
2,566Shares Held
500MCall Options Held
1.04MPut Options Held
671K-
Northwestern Mutual Wealth Management CO36.3MShares$4.54 Billion3.79% of portfolio
-
Bank Of America Corp Charlotte, NC31MShares$3.87 Billion0.31% of portfolio
-
Morgan Stanley New York, NY18.7MShares$2.33 Billion0.16% of portfolio
-
Envestnet Asset Management Inc17.8MShares$2.22 Billion0.69% of portfolio
-
Wells Fargo & Company San Francisco, CA16.1MShares$2.02 Billion0.44% of portfolio