United Asset Strategies, Inc. Ishares Core S&P Sm Cap ETF Transaction History
United Asset Strategies, Inc.
- $1.07 Billion
- Q3 2024
A detailed history of United Asset Strategies, Inc. transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, United Asset Strategies, Inc. holds 2,304 shares of IJR stock, worth $265,167. This represents 0.03% of its overall portfolio holdings.
Number of Shares
2,304
Previous 1,996
15.43%
Holding current value
$265,167
Previous $212,000
26.89%
% of portfolio
0.03%
Previous 0.02%
Shares
5 transactions
Others Institutions Holding IJR
# of Institutions
2,569Shares Held
500MCall Options Held
1.04MPut Options Held
671K-
Northwestern Mutual Wealth Management CO36.3MShares$4.18 Billion3.79% of portfolio
-
Bank Of America Corp Charlotte, NC31MShares$3.57 Billion0.31% of portfolio
-
Morgan Stanley New York, NY18.7MShares$2.15 Billion0.16% of portfolio
-
Envestnet Asset Management Inc17.8MShares$2.04 Billion0.69% of portfolio
-
Wells Fargo & Company San Francisco, CA16.1MShares$1.86 Billion0.44% of portfolio