Keener Financial Planning LLC Ishares Core S&P Sm Cap ETF Transaction History
Keener Financial Planning LLC
- $169 Million
- Q4 2024
A detailed history of Keener Financial Planning LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Keener Financial Planning LLC holds 126,728 shares of IJR stock, worth $13.7 Million. This represents 8.62% of its overall portfolio holdings.
Number of Shares
126,728
Previous 109,795
15.42%
Holding current value
$13.7 Million
Previous $12.8 Million
13.71%
% of portfolio
8.62%
Previous 8.41%
Shares
5 transactions
Others Institutions Holding IJR
# of Institutions
2,826Shares Held
537MCall Options Held
877KPut Options Held
272K-
Northwestern Mutual Wealth Management CO38.1MShares$4.11 Billion3.73% of portfolio
-
Bank Of America Corp Charlotte, NC32.1MShares$3.45 Billion0.32% of portfolio
-
Morgan Stanley New York, NY19.2MShares$2.06 Billion0.16% of portfolio
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Envestnet Asset Management Inc18.2MShares$1.96 Billion0.69% of portfolio
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Wells Fargo & Company San Francisco, CA17.2MShares$1.85 Billion0.46% of portfolio