David J Yvars Group Ishares Core S&P Sm Cap ETF Transaction History
David J Yvars Group
- $155 Million
- Q4 2024
A detailed history of David J Yvars Group transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, David J Yvars Group holds 8,716 shares of IJR stock, worth $1.02 Million. This represents 0.65% of its overall portfolio holdings.
Number of Shares
8,716
Previous 8,958
2.7%
Holding current value
$1.02 Million
Previous $1.05 Million
4.11%
% of portfolio
0.65%
Previous 0.67%
Shares
18 transactions
Others Institutions Holding IJR
# of Institutions
2,788Shares Held
536MCall Options Held
995KPut Options Held
461K-
Northwestern Mutual Wealth Management CO38.1MShares$4.47 Billion3.73% of portfolio
-
Bank Of America Corp Charlotte, NC32.1MShares$3.76 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