Kapstone Financial Advisors LLC Ishares Core S&P Sm Cap ETF Transaction History
Kapstone Financial Advisors LLC
- $177 Billion
- Q1 2025
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 $200,639. This represents 0.12% of its overall portfolio holdings.
Number of Shares
2,085
Previous 2,085
-0.0%
Holding current value
$200,639
Previous $247 Million
11.62%
% of portfolio
0.12%
Previous 0.13%
Shares
4 transactions
Others Institutions Holding IJR
# of Institutions
2,835Shares Held
538MCall Options Held
877KPut Options Held
272K-
Northwestern Mutual Wealth Management CO38.1MShares$3.67 Billion3.73% of portfolio
-
Bank Of America Corp Charlotte, NC32.1MShares$3.09 Billion0.32% of portfolio
-
Morgan Stanley New York, NY19.2MShares$1.84 Billion0.16% of portfolio
-
Envestnet Asset Management Inc18.2MShares$1.75 Billion0.69% of portfolio
-
Wells Fargo & Company San Francisco, CA17.2MShares$1.65 Billion0.46% of portfolio