Whalerock Point Partners, LLC Ishares Core S&P Sm Cap ETF Transaction History
Whalerock Point Partners, LLC
- $353 Million
- Q1 2024
A detailed history of Whalerock Point Partners, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Whalerock Point Partners, LLC holds 5,098 shares of IJR stock, worth $537,991. This represents 0.16% of its overall portfolio holdings.
Number of Shares
5,098
Previous 5,598
8.93%
Holding current value
$537,991
Previous $605,000
6.94%
% of portfolio
0.16%
Previous 0.19%
Shares
28 transactions
Others Institutions Holding IJR
# of Institutions
2,452Shares Held
481MCall Options Held
625KPut Options Held
581K-
Northwestern Mutual Wealth Management CO33.8MShares$3.56 Billion3.84% of portfolio
-
Bank Of America Corp Charlotte, NC30.7MShares$3.24 Billion0.32% of portfolio
-
Morgan Stanley New York, NY19.2MShares$2.03 Billion0.17% of portfolio
-
Wells Fargo & Company San Francisco, CA16.6MShares$1.75 Billion0.45% of portfolio
-
Lpl Financial LLC Fort Mill, SC13MShares$1.37 Billion0.79% of portfolio