Plum Street Advisors, LLC Ishares Core S&P Sm Cap ETF Transaction History
Plum Street Advisors, LLC
- $259 Billion
- Q3 2025
A detailed history of Plum Street Advisors, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Plum Street Advisors, LLC holds 4,008 shares of IJR stock, worth $468,334. This represents 0.18% of its overall portfolio holdings.
Number of Shares
4,008
Previous 3,997
0.28%
Holding current value
$468,334
Previous $437 Million
9.02%
% of portfolio
0.18%
Previous 0.19%
Shares
7 transactions
Others Institutions Holding IJR
# of Institutions
2,914Shares Held
539MCall Options Held
490KPut Options Held
348K-
Northwestern Mutual Wealth Management CO42.3MShares$4.95 Billion3.41% of portfolio
-
Bank Of America Corp Charlotte, NC31.7MShares$3.7 Billion0.26% of portfolio
-
Morgan Stanley New York, NY18MShares$2.1 Billion0.13% of portfolio
-
Lpl Financial LLC Fort Mill, SC16.5MShares$1.93 Billion0.61% of portfolio
-
Wells Fargo & Company San Francisco, CA15.4MShares$1.8 Billion0.36% of portfolio