Sterling Investment Counsel, LLC Ishares Core S&P Sm Cap ETF Transaction History
Sterling Investment Counsel, LLC
- $280 Million
- Q3 2024
A detailed history of Sterling Investment Counsel, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Sterling Investment Counsel, LLC holds 38,945 shares of IJR stock, worth $4.54 Million. This represents 1.63% of its overall portfolio holdings.
Number of Shares
38,945
Previous 37,451
3.99%
Holding current value
$4.54 Million
Previous $3.99 Million
14.05%
% of portfolio
1.63%
Previous 1.57%
Shares
11 transactions
Others Institutions Holding IJR
# of Institutions
2,569Shares Held
500MCall Options Held
1.04MPut Options Held
671K-
Northwestern Mutual Wealth Management CO36.3MShares$4.24 Billion3.79% of portfolio
-
Bank Of America Corp Charlotte, NC31MShares$3.62 Billion0.31% of portfolio
-
Morgan Stanley New York, NY18.7MShares$2.18 Billion0.16% of portfolio
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Envestnet Asset Management Inc17.8MShares$2.07 Billion0.69% of portfolio
-
Wells Fargo & Company San Francisco, CA16.1MShares$1.88 Billion0.44% of portfolio