Kimelman & Baird, LLC Ishares Core S&P Sm Cap ETF Transaction History

Kimelman & Baird, LLC

$1.28 Trillion
Q3 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 19, 2024	BUY	$102.13 - $110.88 $347,242 - $376,992	3,400 New	3,400 $363 Million

Others Institutions Holding IJR

# of Institutions

2,891

Shares Held

537M

Call Options Held

490K

Put Options Held

348K

Northwestern Mutual Wealth Management CO

42.3M
Shares

$4.95 Billion
3.41% of portfolio
Bank Of America Corp Charlotte, NC

31.7M
Shares

$3.7 Billion
0.26% of portfolio
Morgan Stanley New York, NY

18M
Shares

$2.1 Billion
0.13% of portfolio
Lpl Financial LLC Fort Mill, SC

16.5M
Shares

$1.93 Billion
0.61% of portfolio
Wells Fargo & Company San Francisco, CA

15.4M
Shares

$1.8 Billion
0.36% of portfolio

About ISHARES CORE S&P SM CAP ETF

Ticker IJR
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Kimelman & Baird, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kimelman & Baird, LLC with notifications on news.