Trifecta Capital Advisors, LLC Ishares Core S&P Sm Cap ETF Transaction History
Trifecta Capital Advisors, LLC
- $506 Billion
- Q4 2024
A detailed history of Trifecta Capital Advisors, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Trifecta Capital Advisors, LLC holds 178,491 shares of IJR stock, worth $19.9 Million. This represents 4.06% of its overall portfolio holdings.
Number of Shares
178,491
Previous 173,467
2.9%
Holding current value
$19.9 Million
Previous $20.3 Billion
1.37%
% of portfolio
4.06%
Previous 4.25%
Shares
9 transactions
Others Institutions Holding IJR
# of Institutions
2,823Shares 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
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Envestnet Asset Management Inc18.2MShares$2.03 Billion0.69% of portfolio
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Wells Fargo & Company San Francisco, CA17.2MShares$1.92 Billion0.46% of portfolio