Panoramic Investment Advisors, LLC Ishares Core S&P Sm Cap ETF Transaction History
Panoramic Investment Advisors, LLC
- $136 Billion
- Q1 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 3,483 shares of IJR stock, worth $402,425. This represents 0.28% of its overall portfolio holdings.
Number of Shares
3,483
Previous 4,461
21.92%
Holding current value
$402,425
Previous $483 Million
20.27%
% of portfolio
0.28%
Previous 0.42%
Shares
4 transactions
Others Institutions Holding IJR
# of Institutions
2,479Shares Held
489MCall Options Held
727KPut Options Held
97.4K-
Northwestern Mutual Wealth Management CO34.9MShares$4.03 Billion3.68% of portfolio
-
Bank Of America Corp Charlotte, NC30.4MShares$3.51 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