Sierra Summit Advisors LLC Ishares Core S&P Sm Cap ETF Transaction History
Sierra Summit Advisors LLC
- $562 Billion
- Q2 2025
A detailed history of Sierra Summit Advisors LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Sierra Summit Advisors LLC holds 5,864 shares of IJR stock, worth $699,692. This represents 0.11% of its overall portfolio holdings.
Number of Shares
5,864
Previous 6,056
3.17%
Holding current value
$699,692
Previous $633 Million
1.2%
% of portfolio
0.11%
Previous 0.14%
Shares
7 transactions
Others Institutions Holding IJR
# of Institutions
2,833Shares Held
564MCall Options Held
554KPut Options Held
325K-
Northwestern Mutual Wealth Management CO41.3MShares$4.93 Billion3.33% of portfolio
-
Bank Of America Corp Charlotte, NC32MShares$3.81 Billion0.26% of portfolio
-
Kingstone Capital Partners Texas, LLC Frisco, TX19.3MShares$2.3 Billion0.33% of portfolio
-
Morgan Stanley New York, NY18.1MShares$2.16 Billion0.13% of portfolio
-
Envestnet Asset Management Inc16.8MShares$2.01 Billion0.56% of portfolio