Precedent Wealth Partners, LLC Ishares Core S&P Mid Cap ETF Transaction History
Precedent Wealth Partners, LLC
- $233 Billion
- Q1 2024
A detailed history of Precedent Wealth Partners, LLC transactions in Ishares Core S&P Mid Cap ETF stock. As of the latest transaction made, Precedent Wealth Partners, LLC holds 220,046 shares of IJH stock, worth $12.8 Million. This represents 5.74% of its overall portfolio holdings.
Number of Shares
220,046
Previous 41,637
428.49%
Holding current value
$12.8 Million
Previous $11.5 Billion
15.82%
% of portfolio
5.74%
Previous 5.87%
Shares
2 transactions
Others Institutions Holding IJH
# of Institutions
2,335Shares Held
989MCall Options Held
1.07MPut Options Held
117K-
Northwestern Mutual Wealth Management CO97.3MShares$5.67 Billion6.08% of portfolio
-
Bank Of America Corp Charlotte, NC64.7MShares$3.77 Billion0.37% of portfolio
-
Wells Fargo & Company San Francisco, CA49MShares$2.86 Billion0.73% of portfolio
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Lpl Financial LLC Fort Mill, SC38.5MShares$2.25 Billion1.28% of portfolio
-
Jpmorgan Chase & CO New York, NY38MShares$2.22 Billion0.21% of portfolio