Modern Wealth Management, LLC Ishares S&P Midcap 400 Value E Transaction History
Modern Wealth Management, LLC
- $3.04 Billion
- Q1 2025
A detailed history of Modern Wealth Management, LLC transactions in Ishares S&P Midcap 400 Value E stock. As of the latest transaction made, Modern Wealth Management, LLC holds 14,482 shares of IJJ stock, worth $1.85 Million. This represents 0.06% of its overall portfolio holdings.
Number of Shares
14,482
Previous 14,482
-0.0%
Holding current value
$1.85 Million
Previous $1.73 Billion
99.9%
% of portfolio
0.06%
Previous 0.06%
Shares
2 transactions
Others Institutions Holding IJJ
# of Institutions
903Shares Held
43.4MCall Options Held
100Put Options Held
216-
Morgan Stanley New York, NY4.14MShares$527 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA3.72MShares$474 Million0.1% of portfolio
-
Bank Of America Corp Charlotte, NC2.37MShares$302 Million0.02% of portfolio
-
Ubs Group Ag2.09MShares$267 Million0.05% of portfolio
-
Envestnet Asset Management Inc1.98MShares$252 Million0.08% of portfolio