Offit Capital Advisors LLC Ishares Core S&P Sm Cap ETF Transaction History

Offit Capital Advisors LLC

$60.1 Million
Q3 2023

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 May 04, 2022	BUY	$108.26 - $120.32 $151,564 - $168,448	1,400 New	1,400 $160,000

Others Institutions Holding IJR

# of Institutions

2,538

Shares Held

496M

Call Options Held

771K

Put Options Held

97.4K

Northwestern Mutual Wealth Management CO

34.9M
Shares

$4.34 Billion
3.68% of portfolio
Bank Of America Corp Charlotte, NC

30.4M
Shares

$3.78 Billion
0.29% of portfolio
Morgan Stanley New York, NY

18.2M
Shares

$2.26 Billion
0.15% of portfolio
Envestnet Asset Management Inc

17.8M
Shares

$2.21 Billion
0.69% of portfolio
Wells Fargo & Company San Francisco, CA

15.9M
Shares

$1.98 Billion
0.42% of portfolio

About ISHARES CORE S&P SM CAP ETF

Ticker IJR
Sector ETFs
Industry ETFs

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