Plante Moran Financial Advisors, LLC Ishares Core S&P Sm Cap ETF Transaction History
Plante Moran Financial Advisors, LLC
- $1.17 Billion
- Q3 2024
A detailed history of Plante Moran Financial Advisors, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Plante Moran Financial Advisors, LLC holds 7,221 shares of IJR stock, worth $911,795. This represents 0.07% of its overall portfolio holdings.
Number of Shares
7,221
Previous 8,628
16.31%
Holding current value
$911,795
Previous $920,000
8.26%
% of portfolio
0.07%
Previous 0.09%
Shares
26 transactions
Others Institutions Holding IJR
# of Institutions
2,567Shares Held
500MCall Options Held
1.04MPut Options Held
671K-
Northwestern Mutual Wealth Management CO36.3MShares$4.59 Billion3.79% of portfolio
-
Bank Of America Corp Charlotte, NC31MShares$3.92 Billion0.31% of portfolio
-
Morgan Stanley New York, NY18.7MShares$2.36 Billion0.16% of portfolio
-
Envestnet Asset Management Inc17.8MShares$2.24 Billion0.69% of portfolio
-
Wells Fargo & Company San Francisco, CA16.1MShares$2.04 Billion0.44% of portfolio