Panoramic Investment Advisors, LLC Ishares Core S&P Sm Cap ETF Transaction History
Panoramic Investment Advisors, LLC
- $145 Billion
- Q3 2024
A detailed history of Panoramic Investment Advisors, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Panoramic Investment Advisors, LLC holds 2,177 shares of IJR stock, worth $252,161. This represents 0.18% of its overall portfolio holdings.
Number of Shares
2,177
Previous 3,483
37.5%
Holding current value
$252,161
Previous $385 Million
33.85%
% of portfolio
0.18%
Previous 0.28%
Shares
5 transactions
Others Institutions Holding IJR
# of Institutions
2,569Shares Held
500MCall Options Held
1.04MPut Options Held
671K-
Northwestern Mutual Wealth Management CO36.3MShares$4.21 Billion3.79% of portfolio
-
Bank Of America Corp Charlotte, NC31MShares$3.59 Billion0.31% of portfolio
-
Morgan Stanley New York, NY18.7MShares$2.16 Billion0.16% of portfolio
-
Envestnet Asset Management Inc17.8MShares$2.06 Billion0.69% of portfolio
-
Wells Fargo & Company San Francisco, CA16.1MShares$1.87 Billion0.44% of portfolio