Shepherd Kaplan Krochuk, LLC Ishares Core S&P Sm Cap ETF Transaction History
Shepherd Kaplan Krochuk, LLC
- $116 Million
- Q4 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 27,255 shares of IJR stock, worth $3.19 Million. This represents 2.71% of its overall portfolio holdings.
Number of Shares
27,255
Previous 30,855
11.67%
Holding current value
$3.19 Million
Previous $3.61 Million
12.97%
% of portfolio
2.71%
Previous 2.83%
Shares
15 transactions
Others Institutions Holding IJR
# of Institutions
2,788Shares Held
536MCall Options Held
995KPut Options Held
461K-
Northwestern Mutual Wealth Management CO38.1MShares$4.46 Billion3.73% of portfolio
-
Bank Of America Corp Charlotte, NC32.1MShares$3.75 Billion0.32% of portfolio
-
Morgan Stanley New York, NY19.2MShares$2.24 Billion0.16% of portfolio
-
Envestnet Asset Management Inc18.2MShares$2.13 Billion0.69% of portfolio
-
Wells Fargo & Company San Francisco, CA17.2MShares$2.01 Billion0.46% of portfolio