Summitry LLC Ishares Core S&P Sm Cap ETF Transaction History

Summitry LLC

$1.85 Billion
Q1 2024

A detailed history of Summitry LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Summitry LLC holds 3,035 shares of IJR stock, worth $320,283. This represents 0.02% of its overall portfolio holdings.

Number of Shares

3,035

Holding current value

$320,283

% of portfolio

0.02%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 06, 2024	BUY	$102.35 - $110.52 $310,632 - $335,428	3,035 New	3,035 $335,000

Others Institutions Holding IJR

# of Institutions

2,452

Shares Held

481M

Call Options Held

625K

Put Options Held

581K

Northwestern Mutual Wealth Management CO

33.8M
Shares

$3.56 Billion
3.84% of portfolio
Bank Of America Corp Charlotte, NC

30.7M
Shares

$3.24 Billion
0.32% of portfolio
Morgan Stanley New York, NY

19.2M
Shares

$2.03 Billion
0.17% of portfolio
Wells Fargo & Company San Francisco, CA

16.6M
Shares

$1.75 Billion
0.45% of portfolio
Lpl Financial LLC Fort Mill, SC

13M
Shares

$1.37 Billion
0.79% of portfolio

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About ISHARES CORE S&P SM CAP ETF

Ticker IJR
Sector ETFs
Industry ETFs

More about IJR

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