Capital Advisors, Ltd. LLC Ishares Core S&P Sm Cap ETF Transaction History
Capital Advisors, Ltd. LLC
- $806 Million
- Q3 2024
A detailed history of Capital Advisors, Ltd. LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Capital Advisors, Ltd. LLC holds 17,052 shares of IJR stock, worth $1.97 Million. This represents 0.25% of its overall portfolio holdings.
Number of Shares
17,052
Previous 17,549
2.83%
Holding current value
$1.97 Million
Previous $1.87 Million
6.52%
% of portfolio
0.25%
Previous 0.24%
Shares
29 transactions
Others Institutions Holding IJR
# of Institutions
2,517Shares Held
493MCall Options Held
727KPut Options Held
97.4K-
Northwestern Mutual Wealth Management CO34.9MShares$4.04 Billion3.68% of portfolio
-
Bank Of America Corp Charlotte, NC30.4MShares$3.52 Billion0.29% of portfolio
-
Morgan Stanley New York, NY18.2MShares$2.11 Billion0.15% of portfolio
-
Envestnet Asset Management Inc17.1MShares$1.98 Billion0.65% of portfolio
-
Wells Fargo & Company San Francisco, CA15.9MShares$1.84 Billion0.42% of portfolio