Sound View Advisors Inc. Ishares Core S&P Sm Cap ETF Transaction History
Sound View Advisors Inc.
- $242 Million
- Q1 2025
A detailed history of Sound View Advisors Inc. transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Sound View Advisors Inc. holds 83,547 shares of IJR stock, worth $9.43 Million. This represents 3.6% of its overall portfolio holdings.
Number of Shares
83,547
Previous 86,783
3.73%
Holding current value
$9.43 Million
Previous $10 Million
12.63%
% of portfolio
3.6%
Previous 4.12%
Shares
2 transactions
Others Institutions Holding IJR
# of Institutions
2,819Shares Held
559MCall Options Held
533KPut Options Held
389K-
Northwestern Mutual Wealth Management CO39.1MShares$4.41 Billion3.37% of portfolio
-
Bank Of America Corp Charlotte, NC33MShares$3.73 Billion0.28% of portfolio
-
Kingstone Capital Partners Texas, LLC Frisco, TX19.3MShares$2.17 Billion0.33% of portfolio
-
Morgan Stanley New York, NY18.7MShares$2.11 Billion0.14% of portfolio
-
Envestnet Asset Management Inc17.8MShares$2.01 Billion0.62% of portfolio