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 $15.1 Million. This represents 8.62% of its overall portfolio holdings.
Number of Shares
126,728
Previous 109,795
15.42%
Holding current value
$15.1 Million
Previous $12.8 Million
13.71%
% of portfolio
8.62%
Previous 8.41%
Shares
5 transactions
Others Institutions Holding IJR
# of Institutions
2,665Shares Held
506MCall Options Held
998KPut Options Held
671K-
Northwestern Mutual Wealth Management CO36.3MShares$4.33 Billion3.79% of portfolio
-
Bank Of America Corp Charlotte, NC31MShares$3.7 Billion0.31% of portfolio
-
Morgan Stanley New York, NY18.7MShares$2.23 Billion0.16% of portfolio
-
Envestnet Asset Management Inc17.8MShares$2.12 Billion0.69% of portfolio
-
Wells Fargo & Company San Francisco, CA16.1MShares$1.92 Billion0.44% of portfolio