Sterling Investment Advisors LLC Ishares Core S&P Sm Cap ETF Transaction History
Sterling Investment Advisors LLC
- $164 Million
- Q2 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 34,776 shares of IJR stock, worth $3.84 Million. This represents 2.26% of its overall portfolio holdings.
Number of Shares
34,776
Previous 34,867
0.26%
Holding current value
$3.84 Million
Previous $3.85 Million
3.74%
% of portfolio
2.26%
Previous 2.26%
Shares
29 transactions
Others Institutions Holding IJR
# of Institutions
2,475Shares Held
489MCall Options Held
727KPut Options Held
97.4K-
Northwestern Mutual Wealth Management CO34.9MShares$3.86 Billion3.68% of portfolio
-
Bank Of America Corp Charlotte, NC30.4MShares$3.36 Billion0.29% of portfolio
-
Morgan Stanley New York, NY18.2MShares$2.01 Billion0.15% of portfolio
-
Envestnet Asset Management Inc17.1MShares$1.89 Billion0.65% of portfolio
-
Wells Fargo & Company San Francisco, CA15.9MShares$1.76 Billion0.42% of portfolio