Caldwell Trust CO Ishares S&P Midcap 400 Growth Transaction History
Caldwell Trust CO
- $1.07 Trillion
- Q3 2025
A detailed history of Caldwell Trust CO transactions in Ishares S&P Midcap 400 Growth stock. As of the latest transaction made, Caldwell Trust CO holds 159 shares of IJK stock, worth $15,259. This represents 0.0% of its overall portfolio holdings.
Number of Shares
159
Previous 679
76.58%
Holding current value
$15,259
Previous $61.8 Million
75.32%
% of portfolio
0.0%
Previous 0.01%
Shares
11 transactions
Others Institutions Holding IJK
# of Institutions
991Shares Held
69MCall Options Held
5.3KPut Options Held
0-
Morgan Stanley New York, NY7.35MShares$705 Million0.05% of portfolio
-
Wells Fargo & Company San Francisco, CA6.13MShares$588 Million0.12% of portfolio
-
Bank Of America Corp Charlotte, NC3.8MShares$364 Million0.03% of portfolio
-
Main Management ETF Advisors, LLC San Francisco, CA2.34MShares$225 Million9.48% of portfolio
-
Goldman Sachs Group Inc New York, NY2.16MShares$207 Million0.03% of portfolio