Private Ocean, LLC Ishares Core S&P Sm Cap ETF Transaction History
Private Ocean, LLC
- $1.08 Billion
- Q2 2024
A detailed history of Private Ocean, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Private Ocean, LLC holds 30,788 shares of IJR stock, worth $3.64 Million. This represents 0.3% of its overall portfolio holdings.
Number of Shares
30,788
Previous 17,760
73.36%
Holding current value
$3.64 Million
Previous $1.96 Million
67.33%
% of portfolio
0.3%
Previous 0.22%
Shares
30 transactions
Others Institutions Holding IJR
# of Institutions
2,476Shares Held
489MCall Options Held
727KPut Options Held
97.4K-
Northwestern Mutual Wealth Management CO34.9MShares$4.12 Billion3.68% of portfolio
-
Bank Of America Corp Charlotte, NC30.4MShares$3.59 Billion0.29% of portfolio
-
Morgan Stanley New York, NY18.2MShares$2.15 Billion0.15% of portfolio
-
Envestnet Asset Management Inc17.1MShares$2.02 Billion0.65% of portfolio
-
Wells Fargo & Company San Francisco, CA15.9MShares$1.88 Billion0.42% of portfolio