Kapstone Financial Advisors LLC Ishares Core S&P Sm Cap ETF Transaction History
Kapstone Financial Advisors LLC
- $165 Billion
- Q3 2024
A detailed history of Kapstone Financial Advisors LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Kapstone Financial Advisors LLC holds 2,085 shares of IJR stock, worth $241,443. This represents 0.15% of its overall portfolio holdings.
Number of Shares
2,085
Previous 2,093
0.38%
Holding current value
$241,443
Previous $223 Million
8.86%
% of portfolio
0.15%
Previous 0.15%
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$4.21 Billion3.79% of portfolio
-
Bank Of America Corp Charlotte, NC31MShares$3.59 Billion0.31% of portfolio
-
Morgan Stanley New York, NY18.7MShares$2.16 Billion0.16% of portfolio
-
Envestnet Asset Management Inc17.8MShares$2.06 Billion0.69% of portfolio
-
Wells Fargo & Company San Francisco, CA16.1MShares$1.87 Billion0.44% of portfolio