Stephenson & Company, Inc. Ishares Core S&P Sm Cap ETF Transaction History
Stephenson & Company, Inc.
- $165 Billion
- Q2 2025
A detailed history of Stephenson & Company, Inc. transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Stephenson & Company, Inc. holds 55,725 shares of IJR stock, worth $6.6 Million. This represents 3.7% of its overall portfolio holdings.
Number of Shares
55,725
Previous 52,616
5.91%
Holding current value
$6.6 Million
Previous $5.5 Billion
10.69%
% of portfolio
3.7%
Previous 3.58%
Shares
7 transactions
Others Institutions Holding IJR
# of Institutions
2,837Shares Held
564MCall Options Held
554KPut Options Held
325K-
Northwestern Mutual Wealth Management CO41.3MShares$4.89 Billion3.33% of portfolio
-
Bank Of America Corp Charlotte, NC32MShares$3.78 Billion0.26% of portfolio
-
Kingstone Capital Partners Texas, LLC Frisco, TX19.3MShares$2.28 Billion0.33% of portfolio
-
Morgan Stanley New York, NY18.1MShares$2.15 Billion0.13% of portfolio
-
Envestnet Asset Management Inc16.8MShares$1.99 Billion0.56% of portfolio