Colonial Trust Advisors Ishares Core S&P Sm Cap ETF Transaction History
Colonial Trust Advisors
- $1.14 Billion
- Q3 2024
A detailed history of Colonial Trust Advisors transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Colonial Trust Advisors holds 35,824 shares of IJR stock, worth $4.18 Million. This represents 0.37% of its overall portfolio holdings.
Number of Shares
35,824
Previous 29,795
20.23%
Holding current value
$4.18 Million
Previous $3.18 Million
31.85%
% of portfolio
0.37%
Previous 0.31%
Shares
26 transactions
Others Institutions Holding IJR
# of Institutions
2,569Shares Held
500MCall Options Held
1.04MPut Options Held
671K-
Northwestern Mutual Wealth Management CO36.3MShares$4.24 Billion3.79% of portfolio
-
Bank Of America Corp Charlotte, NC31MShares$3.62 Billion0.31% of portfolio
-
Morgan Stanley New York, NY18.7MShares$2.18 Billion0.16% of portfolio
-
Envestnet Asset Management Inc17.8MShares$2.07 Billion0.69% of portfolio
-
Wells Fargo & Company San Francisco, CA16.1MShares$1.88 Billion0.44% of portfolio