Sterling Investment Advisors LLC Ishares Core S&P Sm Cap ETF Transaction History
Sterling Investment Advisors LLC
- $177 Million
- Q3 2024
A detailed history of Sterling Investment Advisors LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Sterling Investment Advisors LLC holds 34,780 shares of IJR stock, worth $4.34 Million. This represents 2.3% of its overall portfolio holdings.
Number of Shares
34,780
Previous 34,776
0.01%
Holding current value
$4.34 Million
Previous $3.71 Million
9.65%
% of portfolio
2.3%
Previous 2.26%
Shares
30 transactions
Others Institutions Holding IJR
# of Institutions
2,567Shares Held
500MCall Options Held
1.04MPut Options Held
671K-
Northwestern Mutual Wealth Management CO36.3MShares$4.54 Billion3.79% of portfolio
-
Bank Of America Corp Charlotte, NC31MShares$3.87 Billion0.31% of portfolio
-
Morgan Stanley New York, NY18.7MShares$2.33 Billion0.16% of portfolio
-
Envestnet Asset Management Inc17.8MShares$2.22 Billion0.69% of portfolio
-
Wells Fargo & Company San Francisco, CA16.1MShares$2.02 Billion0.44% of portfolio