United Capital Financial Advisers, LLC Ishares Core S&P Sm Cap ETF Transaction History
United Capital Financial Advisers, LLC
- $11.5 Billion
- Q2 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 1,110,253 shares of IJR stock, worth $127 Million. This represents 1.03% of its overall portfolio holdings.
Number of Shares
1,110,253
Previous 1,120,367
0.9%
Holding current value
$127 Million
Previous $124 Million
4.36%
% of portfolio
1.03%
Previous 1.03%
Shares
30 transactions
Others Institutions Holding IJR
# of Institutions
2,523Shares Held
494MCall Options Held
736KPut Options Held
97.4K-
Northwestern Mutual Wealth Management CO34.9MShares$3.99 Billion3.68% of portfolio
-
Bank Of America Corp Charlotte, NC30.4MShares$3.48 Billion0.29% of portfolio
-
Morgan Stanley New York, NY18.2MShares$2.08 Billion0.15% of portfolio
-
Envestnet Asset Management Inc17.1MShares$1.96 Billion0.65% of portfolio
-
Wells Fargo & Company San Francisco, CA15.9MShares$1.82 Billion0.42% of portfolio