Planning Alternatives LTD Ishares Core S&P Sm Cap ETF Transaction History
Planning Alternatives LTD
- $618 Million
- Q2 2024
A detailed history of Planning Alternatives LTD transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Planning Alternatives LTD holds 305,083 shares of IJR stock, worth $34.3 Million. This represents 5.27% of its overall portfolio holdings.
Number of Shares
305,083
Previous 300,287
1.6%
Holding current value
$34.3 Million
Previous $33.2 Million
1.95%
% of portfolio
5.27%
Previous 5.45%
Shares
28 transactions
Others Institutions Holding IJR
# of Institutions
2,475Shares Held
489MCall Options Held
727KPut Options Held
97.4K-
Northwestern Mutual Wealth Management CO34.9MShares$3.92 Billion3.68% of portfolio
-
Bank Of America Corp Charlotte, NC30.4MShares$3.42 Billion0.29% of portfolio
-
Morgan Stanley New York, NY18.2MShares$2.05 Billion0.15% of portfolio
-
Envestnet Asset Management Inc17.1MShares$1.92 Billion0.65% of portfolio
-
Wells Fargo & Company San Francisco, CA15.9MShares$1.79 Billion0.42% of portfolio