Lee Johnson Capital Management, LLC Ishares Core S&P Sm Cap ETF Transaction History
Lee Johnson Capital Management, LLC
- $184 Million
- Q4 2024
A detailed history of Lee Johnson Capital Management, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Lee Johnson Capital Management, LLC holds 52,067 shares of IJR stock, worth $5.88 Million. This represents 3.25% of its overall portfolio holdings.
Number of Shares
52,067
Previous 40,372
28.97%
Holding current value
$5.88 Million
Previous $4.72 Million
27.07%
% of portfolio
3.25%
Previous 2.43%
Shares
2 transactions
Others Institutions Holding IJR
# of Institutions
2,811Shares Held
537MCall Options Held
877KPut Options Held
272K-
Northwestern Mutual Wealth Management CO38.1MShares$4.31 Billion3.73% of portfolio
-
Bank Of America Corp Charlotte, NC32.1MShares$3.62 Billion0.32% of portfolio
-
Morgan Stanley New York, NY19.2MShares$2.16 Billion0.16% of portfolio
-
Envestnet Asset Management Inc18.2MShares$2.05 Billion0.69% of portfolio
-
Wells Fargo & Company San Francisco, CA17.2MShares$1.94 Billion0.46% of portfolio