Yhb Investment Advisors, Inc. Ishares Core S&P Sm Cap ETF Transaction History
Yhb Investment Advisors, Inc.
- $1.17 Billion
- Q1 2025
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 206,591 shares of IJR stock, worth $20.6 Million. This represents 1.85% of its overall portfolio holdings.
Number of Shares
206,591
Previous 206,406
0.09%
Holding current value
$20.6 Million
Previous $23.8 Million
9.16%
% of portfolio
1.85%
Previous 1.99%
Shares
20 transactions
Others Institutions Holding IJR
# of Institutions
2,821Shares Held
537MCall Options Held
877KPut Options Held
272K-
Northwestern Mutual Wealth Management CO38.1MShares$3.81 Billion3.73% of portfolio
-
Bank Of America Corp Charlotte, NC32.1MShares$3.2 Billion0.32% of portfolio
-
Morgan Stanley New York, NY19.2MShares$1.91 Billion0.16% of portfolio
-
Envestnet Asset Management Inc17.8MShares$1.78 Billion0.62% of portfolio
-
Wells Fargo & Company San Francisco, CA17.2MShares$1.71 Billion0.46% of portfolio