Daniels&Tansey,Llp Ishares Core S&P Sm Cap ETF Transaction History
Daniels&Tansey,Llp
- $438 Million
- Q3 2023
A detailed history of Daniels&Tansey,Llp transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Daniels&Tansey,Llp holds 77,322 shares of IJR stock, worth $8.4 Million. This represents 1.67% of its overall portfolio holdings.
Number of Shares
77,322
Previous 191,734
59.67%
Holding current value
$8.4 Million
Previous $19.1 Million
61.83%
% of portfolio
1.67%
Previous 6.31%
Shares
13 transactions
Others Institutions Holding IJR
# of Institutions
2,823Shares Held
537MCall Options Held
877KPut Options Held
272K-
Northwestern Mutual Wealth Management CO38.1MShares$4.14 Billion3.73% of portfolio
-
Bank Of America Corp Charlotte, NC32.1MShares$3.48 Billion0.32% of portfolio
-
Morgan Stanley New York, NY19.2MShares$2.08 Billion0.16% of portfolio
-
Envestnet Asset Management Inc18.2MShares$1.97 Billion0.69% of portfolio
-
Wells Fargo & Company San Francisco, CA17.2MShares$1.86 Billion0.46% of portfolio