Summit Place Financial Advisors, LLC Ishares Core S&P Sm Cap ETF Transaction History
Summit Place Financial Advisors, LLC
- $170 Million
- Q3 2024
A detailed history of Summit Place Financial Advisors, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Summit Place Financial Advisors, LLC holds 32,825 shares of IJR stock, worth $3.8 Million. This represents 2.26% of its overall portfolio holdings.
Number of Shares
32,825
Previous 34,775
5.61%
Holding current value
$3.8 Million
Previous $3.71 Million
3.5%
% of portfolio
2.26%
Previous 2.29%
Shares
18 transactions
Others Institutions Holding IJR
# of Institutions
2,569Shares Held
500MCall Options Held
1.04MPut Options Held
671K-
Northwestern Mutual Wealth Management CO36.3MShares$4.21 Billion3.79% of portfolio
-
Bank Of America Corp Charlotte, NC31MShares$3.59 Billion0.31% of portfolio
-
Morgan Stanley New York, NY18.7MShares$2.16 Billion0.16% of portfolio
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Envestnet Asset Management Inc17.8MShares$2.06 Billion0.69% of portfolio
-
Wells Fargo & Company San Francisco, CA16.1MShares$1.87 Billion0.44% of portfolio