Rather & Kittrell, Inc. Ishares Core S&P Sm Cap ETF Transaction History

Rather & Kittrell, Inc.

$342 Million
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 10, 2022	SELL	$102.32 - $116.69 $115,519 - $131,743	-1,129 Closed	0 $0
Q4 2021 Feb 18, 2022	BUY	$108.26 - $120.32 $122,225 - $135,841	1,129 New	1,129 $129,000

Others Institutions Holding IJR

# of Institutions

2,479

Shares Held

489M

Call Options Held

727K

Put Options Held

97.4K

Northwestern Mutual Wealth Management CO

34.9M
Shares

$4.03 Billion
3.68% of portfolio
Bank Of America Corp Charlotte, NC

30.4M
Shares

$3.51 Billion
0.29% of portfolio
Morgan Stanley New York, NY

18.2M
Shares

$2.11 Billion
0.15% of portfolio
Envestnet Asset Management Inc

17.1M
Shares

$1.98 Billion
0.65% of portfolio
Wells Fargo & Company San Francisco, CA

15.9M
Shares

$1.84 Billion
0.42% of portfolio

About ISHARES CORE S&P SM CAP ETF

Ticker IJR
Sector ETFs
Industry ETFs

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