Family Wealth Group, LLC Ishares S&P Midcap 400 Value E Transaction History
Family Wealth Group, LLC
- $92.9 Million
- Q3 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 4,666 shares of IJJ stock, worth $622,257. This represents 0.62% of its overall portfolio holdings.
Number of Shares
4,666
Previous 4,607
1.28%
Holding current value
$622,257
Previous $522,000
10.34%
% of portfolio
0.62%
Previous 0.56%
Shares
4 transactions
Others Institutions Holding IJJ
# of Institutions
812Shares Held
40.8MCall Options Held
8.9KPut Options Held
2K-
Morgan Stanley New York, NY4.03MShares$537 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA3.53MShares$470 Million0.1% of portfolio
-
Bank Of America Corp Charlotte, NC2.31MShares$308 Million0.02% of portfolio
-
Ubs Group Ag1.93MShares$257 Million0.05% of portfolio
-
Envestnet Asset Management Inc1.8MShares$239 Million0.07% of portfolio