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BB&T Investment Services’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

BB&T Investment Services’s Portfolio IJR Stock Details IJR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		$611K Buy
7,836
+7,617
+3,478% +$574K 0.1% 177
2017
Q3 		$17K Buy
219
+109
+99% +$7.64K ﹤0.01% 752
2017
Q2 		$8K Buy
110
+9
+9% +$623 ﹤0.01% 827
2017
Q1 		$7K Sell
101
-105
-51% -$7.24K ﹤0.01% 769
2016
Q4 		$15K Buy
+206
New +$13.3K 0.01% 465

Other funds holding IJR

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

BB&T Investment Services's IJR Position: Q4 2017 in Review

BB&T Investment Services increased its iShares Core S&P Small-Cap ETF (IJR) stake by 3,478% in Q4 2017, buying an estimated $574K and bringing the position to 7,836 shares worth $611K. The position accounts for 0.1% of the portfolio, ranked #177.

BB&T Investment Services first reported a position in IJR in Q4 2016 and has held it in 5 quarters since. 1,114 funds tracked by Wall St. Rank hold IJR as of Q4 2017.

  • BB&T Investment Services held 7,836 shares of iShares Core S&P Small-Cap ETF worth $611K as of Q4 2017.
  • BB&T Investment Services bought 7,617 iShares Core S&P Small-Cap ETF shares in Q4 2017, an estimated $574K.
  • iShares Core S&P Small-Cap ETF made up 0.1% of BB&T Investment Services's portfolio in Q4 2017, its #177 holding.
  • BB&T Investment Services first reported a position in iShares Core S&P Small-Cap ETF in Q4 2016 and has held it in 5 quarters since.
  • 1,114 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q4 2017.

Based on BB&T Investment Services's 13F filing for Q4 2017, filed 15 Feb 2018.