Instrumental Wealth, LLC Ishares Core S&P Mid Cap ETF Transaction History
Instrumental Wealth, LLC
- $96.8 Billion
- Q2 2024
A detailed history of Instrumental Wealth, LLC transactions in Ishares Core S&P Mid Cap ETF stock. As of the latest transaction made, Instrumental Wealth, LLC holds 196,700 shares of IJH stock, worth $12.2 Million. This represents 12.28% of its overall portfolio holdings.
Number of Shares
196,700
Previous 184,577
6.57%
Holding current value
$12.2 Million
Previous $10.9 Billion
8.86%
% of portfolio
12.28%
Previous 4.75%
Shares
6 transactions
Others Institutions Holding IJH
# of Institutions
2,361Shares Held
1.02BCall Options Held
716KPut Options Held
43.2K-
Northwestern Mutual Wealth Management CO100MShares$6.24 Billion5.81% of portfolio
-
Bank Of America Corp Charlotte, NC64.1MShares$3.98 Billion0.34% of portfolio
-
Wells Fargo & Company San Francisco, CA48.7MShares$3.03 Billion0.7% of portfolio
-
Lpl Financial LLC Fort Mill, SC40.1MShares$2.49 Billion1.19% of portfolio
-
Jpmorgan Chase & CO New York, NY39.5MShares$2.45 Billion0.2% of portfolio