Strategic Financial Concepts, LLC Ishares Core S&P Sm Cap ETF Transaction History
Strategic Financial Concepts, LLC
- $533 Billion
- Q1 2025
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 6,596 shares of IJR stock, worth $660,457. This represents 0.13% of its overall portfolio holdings.
Number of Shares
6,596
Previous 6,106
8.02%
Holding current value
$660,457
Previous $704 Million
1.96%
% of portfolio
0.13%
Previous 0.13%
Shares
10 transactions
Others Institutions Holding IJR
# of Institutions
2,815Shares Held
535MCall Options Held
877KPut Options Held
272K-
Northwestern Mutual Wealth Management CO38.1MShares$3.82 Billion3.73% of portfolio
-
Bank Of America Corp Charlotte, NC32.1MShares$3.21 Billion0.32% of portfolio
-
Morgan Stanley New York, NY19.2MShares$1.92 Billion0.16% of portfolio
-
Envestnet Asset Management Inc17.8MShares$1.78 Billion0.62% of portfolio
-
Wells Fargo & Company San Francisco, CA17.2MShares$1.72 Billion0.46% of portfolio