Shepherd Kaplan Krochuk, LLC Ishares Core S&P Sm Cap ETF Transaction History
Shepherd Kaplan Krochuk, LLC
- $127 Million
- Q3 2024
A detailed history of Shepherd Kaplan Krochuk, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Shepherd Kaplan Krochuk, LLC holds 30,855 shares of IJR stock, worth $3.61 Million. This represents 2.83% of its overall portfolio holdings.
Number of Shares
30,855
Previous 32,100
3.88%
Holding current value
$3.61 Million
Previous $3.42 Million
5.4%
% of portfolio
2.83%
Previous 2.8%
Shares
14 transactions
Others Institutions Holding IJR
# of Institutions
2,705Shares Held
523MCall Options Held
947KPut Options Held
614K-
Northwestern Mutual Wealth Management CO36.3MShares$4.26 Billion3.79% of portfolio
-
Bank Of America Corp Charlotte, NC31MShares$3.63 Billion0.31% of portfolio
-
Morgan Stanley New York, NY18.7MShares$2.19 Billion0.16% of portfolio
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Envestnet Asset Management Inc17.8MShares$2.08 Billion0.69% of portfolio
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Wells Fargo & Company San Francisco, CA16.1MShares$1.89 Billion0.44% of portfolio