United Capital Financial Advisers, LLC Ishares Core S&P Sm Cap ETF Transaction History
United Capital Financial Advisers, LLC
- $19.9 Billion
- Q3 2024
A detailed history of United Capital Financial Advisers, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, United Capital Financial Advisers, LLC holds 1,120,532 shares of IJR stock, worth $135 Million. This represents 0.66% of its overall portfolio holdings.
Number of Shares
1,120,532
Previous 1,110,253
0.93%
Holding current value
$135 Million
Previous $118 Million
10.67%
% of portfolio
0.66%
Previous 1.03%
Shares
31 transactions
Others Institutions Holding IJR
# of Institutions
2,565Shares Held
500MCall Options Held
1.04MPut Options Held
671K-
Northwestern Mutual Wealth Management CO36.3MShares$4.39 Billion3.79% of portfolio
-
Bank Of America Corp Charlotte, NC31MShares$3.75 Billion0.31% of portfolio
-
Morgan Stanley New York, NY18.7MShares$2.26 Billion0.16% of portfolio
-
Envestnet Asset Management Inc17.8MShares$2.15 Billion0.69% of portfolio
-
Wells Fargo & Company San Francisco, CA16.1MShares$1.95 Billion0.44% of portfolio