Union Bancaire Privee, Ubp Sa Ishares Core S&P Sm Cap ETF Transaction History

Union Bancaire Privee, Ubp Sa

$4.98 Billion
Q2 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 22, 2025	BUY	$113.92 - $127.38 $507,171 - $567,095	4,452 New	4,452 $512,000

Others Institutions Holding IJR

# of Institutions

2,829

Shares Held

564M

Call Options Held

554K

Put Options Held

325K

Northwestern Mutual Wealth Management CO

41.3M
Shares

$4.89 Billion
3.33% of portfolio
Bank Of America Corp Charlotte, NC

32M
Shares

$3.79 Billion
0.26% of portfolio
Kingstone Capital Partners Texas, LLC Frisco, TX

19.3M
Shares

$2.28 Billion
0.33% of portfolio
Morgan Stanley New York, NY

18.1M
Shares

$2.15 Billion
0.13% of portfolio
Envestnet Asset Management Inc

16.8M
Shares

$1.99 Billion
0.56% of portfolio

About ISHARES CORE S&P SM CAP ETF

Ticker IJR
Sector ETFs
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