Baron Silver Stevens Financial Advisors, LLC Ishares Core S&P Sm Cap ETF Transaction History
Baron Silver Stevens Financial Advisors, LLC
- $587 Million
- Q4 2024
A detailed history of Baron Silver Stevens Financial Advisors, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Baron Silver Stevens Financial Advisors, LLC holds 172,197 shares of IJR stock, worth $20.2 Million. This represents 3.38% of its overall portfolio holdings.
Number of Shares
172,197
Previous 166,559
3.38%
Holding current value
$20.2 Million
Previous $19.5 Million
1.85%
% of portfolio
3.38%
Previous 3.42%
Shares
17 transactions
Others Institutions Holding IJR
# of Institutions
2,798Shares Held
537MCall Options Held
922KPut Options Held
288K-
Northwestern Mutual Wealth Management CO38.1MShares$4.46 Billion3.73% of portfolio
-
Bank Of America Corp Charlotte, NC32.1MShares$3.75 Billion0.32% of portfolio
-
Morgan Stanley New York, NY19.2MShares$2.24 Billion0.16% of portfolio
-
Envestnet Asset Management Inc18.2MShares$2.13 Billion0.69% of portfolio
-
Wells Fargo & Company San Francisco, CA17.2MShares$2.01 Billion0.46% of portfolio