Lutz Financial Services LLC Ishares Core S&P Sm Cap ETF Transaction History
Lutz Financial Services LLC
- $1.23 Billion
- Q3 2024
A detailed history of Lutz Financial Services LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Lutz Financial Services LLC holds 190,103 shares of IJR stock, worth $22.2 Million. This represents 1.81% of its overall portfolio holdings.
Number of Shares
190,103
Previous 186,675
1.84%
Holding current value
$22.2 Million
Previous $19.9 Million
11.67%
% of portfolio
1.81%
Previous 1.74%
Shares
28 transactions
Others Institutions Holding IJR
# of Institutions
2,569Shares Held
500MCall Options Held
1.04MPut Options Held
671K-
Northwestern Mutual Wealth Management CO36.3MShares$4.24 Billion3.79% of portfolio
-
Bank Of America Corp Charlotte, NC31MShares$3.62 Billion0.31% of portfolio
-
Morgan Stanley New York, NY18.7MShares$2.18 Billion0.16% of portfolio
-
Envestnet Asset Management Inc17.8MShares$2.07 Billion0.69% of portfolio
-
Wells Fargo & Company San Francisco, CA16.1MShares$1.88 Billion0.44% of portfolio