Family Wealth Group, LLC Ishares S&P Midcap 400 Value E Transaction History
Family Wealth Group, LLC
- $92.4 Million
- Q2 2024
A detailed history of Family Wealth Group, LLC transactions in Ishares S&P Midcap 400 Value E stock. As of the latest transaction made, Family Wealth Group, LLC holds 4,607 shares of IJJ stock, worth $601,674. This represents 0.56% of its overall portfolio holdings.
Number of Shares
4,607
Previous 4,602
0.11%
Holding current value
$601,674
Previous $544,000
4.04%
% of portfolio
0.56%
Previous 0.63%
Shares
3 transactions
Others Institutions Holding IJJ
# of Institutions
814Shares Held
41.2MCall Options Held
4KPut Options Held
0-
Morgan Stanley New York, NY4.01MShares$523 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA3.53MShares$461 Million0.1% of portfolio
-
Bank Of America Corp Charlotte, NC2.42MShares$316 Million0.02% of portfolio
-
Ubs Group Ag1.91MShares$249 Million0.05% of portfolio
-
Envestnet Asset Management Inc1.8MShares$234 Million0.07% of portfolio