Ballentine Capital Advisors, Inc Ishares Core S&P Sm Cap ETF Transaction History
Ballentine Capital Advisors, Inc
- $192 Million
- Q4 2024
A detailed history of Ballentine Capital Advisors, Inc transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Ballentine Capital Advisors, Inc holds 4,992 shares of IJR stock, worth $531,947. This represents 0.3% of its overall portfolio holdings.
Number of Shares
4,992
Previous 5,113
2.37%
Holding current value
$531,947
Previous $598,000
3.85%
% of portfolio
0.3%
Previous 0.3%
Shares
5 transactions
Others Institutions Holding IJR
# of Institutions
2,834Shares Held
537MCall Options Held
877KPut Options Held
272K-
Northwestern Mutual Wealth Management CO38.1MShares$4.06 Billion3.73% of portfolio
-
Bank Of America Corp Charlotte, NC32.1MShares$3.42 Billion0.32% of portfolio
-
Morgan Stanley New York, NY19.2MShares$2.04 Billion0.16% of portfolio
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Envestnet Asset Management Inc18.2MShares$1.94 Billion0.69% of portfolio
-
Wells Fargo & Company San Francisco, CA17.2MShares$1.83 Billion0.46% of portfolio