Vishria Bird Financial Group, LLC Ishares Core S&P Sm Cap ETF Transaction History
Vishria Bird Financial Group, LLC
- $264 Million
- Q3 2024
A detailed history of Vishria Bird Financial Group, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Vishria Bird Financial Group, LLC holds 116,349 shares of IJR stock, worth $14.7 Million. This represents 5.16% of its overall portfolio holdings.
Number of Shares
116,349
Previous 116,389
0.03%
Holding current value
$14.7 Million
Previous $12.4 Million
9.62%
% of portfolio
5.16%
Previous 5.22%
Shares
18 transactions
Others Institutions Holding IJR
# of Institutions
2,567Shares Held
500MCall Options Held
1.04MPut Options Held
671K-
Northwestern Mutual Wealth Management CO36.3MShares$4.59 Billion3.79% of portfolio
-
Bank Of America Corp Charlotte, NC31MShares$3.92 Billion0.31% of portfolio
-
Morgan Stanley New York, NY18.7MShares$2.36 Billion0.16% of portfolio
-
Envestnet Asset Management Inc17.8MShares$2.24 Billion0.69% of portfolio
-
Wells Fargo & Company San Francisco, CA16.1MShares$2.04 Billion0.44% of portfolio