Summit Financial, LLC Ishares Core S&P Sm Cap ETF Transaction History
Summit Financial, LLC
- $2.83 Billion
- Q4 2024
A detailed history of Summit Financial, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Summit Financial, LLC holds 50,180 shares of IJR stock, worth $4.83 Million. This represents 0.2% of its overall portfolio holdings.
Number of Shares
50,180
Previous 54,147
7.33%
Holding current value
$4.83 Million
Previous $6.33 Million
8.72%
% of portfolio
0.2%
Previous 0.25%
Shares
17 transactions
Others Institutions Holding IJR
# of Institutions
2,834Shares Held
538MCall Options Held
877KPut Options Held
272K-
Northwestern Mutual Wealth Management CO38.1MShares$3.67 Billion3.73% of portfolio
-
Bank Of America Corp Charlotte, NC32.1MShares$3.09 Billion0.32% of portfolio
-
Morgan Stanley New York, NY19.2MShares$1.84 Billion0.16% of portfolio
-
Envestnet Asset Management Inc18.2MShares$1.75 Billion0.69% of portfolio
-
Wells Fargo & Company San Francisco, CA17.2MShares$1.65 Billion0.46% of portfolio