Kelman Lazarov, Inc. Ishares Core S&P Sm Cap ETF Transaction History
Kelman Lazarov, Inc.
- $507 Million
- Q4 2024
A detailed history of Kelman Lazarov, Inc. transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Kelman Lazarov, Inc. holds 194,455 shares of IJR stock, worth $20.4 Million. This represents 4.42% of its overall portfolio holdings.
Number of Shares
194,455
Previous 203,958
4.66%
Holding current value
$20.4 Million
Previous $23.9 Million
6.07%
% of portfolio
4.42%
Previous 4.55%
Shares
30 transactions
Others Institutions Holding IJR
# of Institutions
2,830Shares Held
537MCall Options Held
877KPut Options Held
272K-
Northwestern Mutual Wealth Management CO38.1MShares$4 Billion3.73% of portfolio
-
Bank Of America Corp Charlotte, NC32.1MShares$3.37 Billion0.32% of portfolio
-
Morgan Stanley New York, NY19.2MShares$2.01 Billion0.16% of portfolio
-
Envestnet Asset Management Inc18.2MShares$1.91 Billion0.69% of portfolio
-
Wells Fargo & Company San Francisco, CA17.2MShares$1.8 Billion0.46% of portfolio