W.G. Shaheen & Associates Dba Whitney & CO Ishares Core S&P Sm Cap ETF Transaction History

W.G. Shaheen & Associates Dba Whitney & CO

$856 Million
Q2 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2018 Feb 07, 2019	SELL	$65.14 - $85.94 $44,034 - $58,095	-676 Closed	0 $0
Q3 2018 Nov 13, 2018	BUY	$84.33 - $90.31 $20,660 - $22,125	245 Added 56.84%	676 $55,000
Q2 2018 Aug 14, 2018	BUY	$75.25 - $86.64 $32,432 - $37,341	431 New	431 $36,000

Others Institutions Holding IJR

# of Institutions

2,524

Shares Held

494M

Call Options Held

771K

Put Options Held

97.4K

Northwestern Mutual Wealth Management CO

34.9M
Shares

$3.99 Billion
3.68% of portfolio
Bank Of America Corp Charlotte, NC

30.4M
Shares

$3.48 Billion
0.29% of portfolio
Morgan Stanley New York, NY

18.2M
Shares

$2.08 Billion
0.15% of portfolio
Envestnet Asset Management Inc

17.1M
Shares

$1.96 Billion
0.65% of portfolio
Wells Fargo & Company San Francisco, CA

15.9M
Shares

$1.82 Billion
0.42% of portfolio

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About ISHARES CORE S&P SM CAP ETF

Ticker IJR
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