Ted Buchan & CO Ishares Core S&P Sm Cap ETF Transaction History

Ted Buchan & CO

$186 Billion
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 Sep 06, 2024	SELL	$92.27 - $107.68 $270,351 - $315,502	-2,930 Closed	0 $0
Q4 2022 Sep 06, 2024	BUY	$89.09 - $102.13 $261,033 - $299,240	2,930 New	2,930 $277 Million

Others Institutions Holding IJR

# of Institutions

2,476

Shares Held

489M

Call Options Held

727K

Put Options Held

97.4K

Northwestern Mutual Wealth Management CO

34.9M
Shares

$4.04 Billion
3.68% of portfolio
Bank Of America Corp Charlotte, NC

30.4M
Shares

$3.52 Billion
0.29% of portfolio
Morgan Stanley New York, NY

18.2M
Shares

$2.11 Billion
0.15% of portfolio
Envestnet Asset Management Inc

17.1M
Shares

$1.98 Billion
0.65% of portfolio
Wells Fargo & Company San Francisco, CA

15.9M
Shares

$1.84 Billion
0.42% of portfolio

About ISHARES CORE S&P SM CAP ETF

Ticker IJR
Sector ETFs
Industry ETFs

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