Stack Financial Management, Inc Ishares Core S&P Sm Cap ETF Transaction History
Stack Financial Management, Inc
- $1.06 Billion
- Q2 2024
A detailed history of Stack Financial Management, Inc transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Stack Financial Management, Inc holds 478,820 shares of IJR stock, worth $53.8 Million. This represents 4.81% of its overall portfolio holdings.
Number of Shares
478,820
Previous 479,015
0.04%
Holding current value
$53.8 Million
Previous $52.9 Million
3.53%
% of portfolio
4.81%
Previous 4.87%
Shares
2 transactions
Others Institutions Holding IJR
# of Institutions
2,475Shares Held
489MCall Options Held
727KPut Options Held
97.4K-
Northwestern Mutual Wealth Management CO34.9MShares$3.92 Billion3.68% of portfolio
-
Bank Of America Corp Charlotte, NC30.4MShares$3.42 Billion0.29% of portfolio
-
Morgan Stanley New York, NY18.2MShares$2.05 Billion0.15% of portfolio
-
Envestnet Asset Management Inc17.1MShares$1.92 Billion0.65% of portfolio
-
Wells Fargo & Company San Francisco, CA15.9MShares$1.79 Billion0.42% of portfolio