Yhb Investment Advisors, Inc. Ishares Core S&P Sm Cap ETF Transaction History
Yhb Investment Advisors, Inc.
- $1.19 Billion
- Q3 2024
A detailed history of Yhb Investment Advisors, Inc. transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Yhb Investment Advisors, Inc. holds 202,430 shares of IJR stock, worth $25.2 Million. This represents 2.0% of its overall portfolio holdings.
Number of Shares
202,430
Previous 193,406
4.67%
Holding current value
$25.2 Million
Previous $20.6 Million
14.78%
% of portfolio
2.0%
Previous 1.8%
Shares
18 transactions
Others Institutions Holding IJR
# of Institutions
2,538Shares Held
496MCall Options Held
771KPut Options Held
97.4K-
Northwestern Mutual Wealth Management CO36.3MShares$4.52 Billion3.79% of portfolio
-
Bank Of America Corp Charlotte, NC30.4MShares$3.78 Billion0.29% of portfolio
-
Morgan Stanley New York, NY18.2MShares$2.26 Billion0.15% of portfolio
-
Envestnet Asset Management Inc17.8MShares$2.21 Billion0.69% of portfolio
-
Wells Fargo & Company San Francisco, CA15.9MShares$1.98 Billion0.42% of portfolio