Heron Bay Capital Management Ishares Core S&P Sm Cap ETF Transaction History
Heron Bay Capital Management
- $462 Million
- Q3 2024
A detailed history of Heron Bay Capital Management transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Heron Bay Capital Management holds 90,109 shares of IJR stock, worth $10.5 Million. This represents 2.28% of its overall portfolio holdings.
Number of Shares
90,109
Previous 86,837
3.77%
Holding current value
$10.5 Million
Previous $9.26 Million
13.79%
% of portfolio
2.28%
Previous 2.02%
Shares
4 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