Isthmus Partners, LLC Ishares Core S&P Sm Cap ETF Transaction History

Isthmus Partners, LLC

$800 Million
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 06, 2024	BUY	$102.13 - $110.88 $156,156 - $169,535	1,529 New	1,529 $163,000

Others Institutions Holding IJR

# of Institutions

2,705

Shares Held

523M

Call Options Held

947K

Put Options Held

614K

Northwestern Mutual Wealth Management CO

38.1M
Shares

$4.47 Billion
3.73% of portfolio
Bank Of America Corp Charlotte, NC

31M
Shares

$3.63 Billion
0.31% of portfolio
Morgan Stanley New York, NY

18.7M
Shares

$2.19 Billion
0.16% of portfolio
Envestnet Asset Management Inc

17.8M
Shares

$2.08 Billion
0.69% of portfolio
Wells Fargo & Company San Francisco, CA

16.1M
Shares

$1.89 Billion
0.44% of portfolio

About ISHARES CORE S&P SM CAP ETF

Ticker IJR
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