Source Financial Advisors LLC Ishares Core S&P Sm Cap ETF Transaction History
Source Financial Advisors LLC
- $337 Million
- Q3 2024
A detailed history of Source Financial Advisors LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Source Financial Advisors LLC holds 11,966 shares of IJR stock, worth $1.42 Million. This represents 0.41% of its overall portfolio holdings.
Number of Shares
11,966
Previous 9,294
28.75%
Holding current value
$1.42 Million
Previous $991,000
41.17%
% of portfolio
0.41%
Previous 0.31%
Shares
16 transactions
Others Institutions Holding IJR
# of Institutions
2,637Shares Held
504MCall Options Held
1.03MPut Options Held
671K-
Northwestern Mutual Wealth Management CO36.3MShares$4.3 Billion3.79% of portfolio
-
Bank Of America Corp Charlotte, NC31MShares$3.67 Billion0.31% of portfolio
-
Morgan Stanley New York, NY18.7MShares$2.21 Billion0.16% of portfolio
-
Envestnet Asset Management Inc17.8MShares$2.1 Billion0.69% of portfolio
-
Wells Fargo & Company San Francisco, CA16.1MShares$1.91 Billion0.44% of portfolio