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iShares S&P SmallCap 600 Index shares owned by Lebenthal Global Advisors

Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Lebenthal Global Advisors from 13F filings

Historical chart of Lebenthal Global Advisors investment in iShares S&P SmallCap 600 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P SmallCap 600 Index held by Lebenthal Global Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P SmallCap 600 Index by Lebenthal Global Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $15M 137k 108.25
2023-09-30 $8.7M 92k 94.33
2022-06-30 $4.3M 47k 92.40
2022-03-31 $5.0M 47k 107.87
2021-12-31 $3.9M 34k 114.50
2021-09-30 $3.6M 33k 109.18
2021-06-30 $3.0M 26k 112.96
2021-03-31 $2.9M 27k 108.51

More positions owned by Lebenthal Global Advisors

J P Morgan Exchange Traded F Equity Premium (JEPI)
Vanguard Index Fds Value Etf (VTV)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Select Sector Spdr Tr Energy (XLE)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Core S&p Scp Etf (IJR)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Whitehall Fds High Div Yld (VYM)
Apple (AAPL)
Ishares Tr Grwt Allocat Etf (AOR)
Vanguard Whitehall Fds Intl High Etf (VYMI)
Ishares Tr Intl Div Grwth (IGRO)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)

View all positions for Lebenthal Global Advisors

Top funds holding iShares S&P SmallCap 600 Index

Bank of America Corporation
Wells Fargo & Company
Bank of New York Mellon
Goldman Sachs Group
UBS Group
Raymond James & Associates
First Command Advisory Services
Pnc Financial Services
Royal Bank of Canada
Us Bancorp
Branch Banking & Trust Company
Raymond James Financial Services Advisors
Baird Financial
Commonwealth Equity Services
Regions Bank

View all funds holding iShares S&P SmallCap 600 Index