Strategic Financial Concepts, LLC Ishares Core S&P Sm Cap ETF Transaction History
Strategic Financial Concepts, LLC
- $549 Billion
- Q4 2024
A detailed history of Strategic Financial Concepts, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Strategic Financial Concepts, LLC holds 217,619 shares of IJR stock, worth $24.3 Million. This represents 0.13% of its overall portfolio holdings.
Number of Shares
217,619
Previous 2,526
8515.16%
Holding current value
$24.3 Million
Previous $295 Million
138.16%
% of portfolio
0.13%
Previous 0.09%
Shares
9 transactions
Others Institutions Holding IJR
# of Institutions
2,820Shares Held
537MCall Options Held
877KPut Options Held
272K-
Northwestern Mutual Wealth Management CO38.1MShares$4.26 Billion3.73% of portfolio
-
Bank Of America Corp Charlotte, NC32.1MShares$3.58 Billion0.32% of portfolio
-
Morgan Stanley New York, NY19.2MShares$2.14 Billion0.16% of portfolio
-
Envestnet Asset Management Inc18.2MShares$2.03 Billion0.69% of portfolio
-
Wells Fargo & Company San Francisco, CA17.2MShares$1.92 Billion0.46% of portfolio