United Financial Planning Group LLC Ishares Core S&P Mid Cap ETF Transaction History
United Financial Planning Group LLC
- $159 Billion
- Q3 2025
A detailed history of United Financial Planning Group LLC transactions in Ishares Core S&P Mid Cap ETF stock. As of the latest transaction made, United Financial Planning Group LLC holds 126,789 shares of IJH stock, worth $8.28 Million. This represents 5.21% of its overall portfolio holdings.
Number of Shares
126,789Holding current value
$8.28 Million% of portfolio
5.21%Shares
1 transactions
Others Institutions Holding IJH
# of Institutions
2,758Shares Held
1.17BCall Options Held
709KPut Options Held
118K-
Northwestern Mutual Wealth Management CO120MShares$7.83 Billion5.49% of portfolio
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Bank Of America Corp Charlotte, NC67.9MShares$4.43 Billion0.32% of portfolio
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Wells Fargo & Company San Francisco, CA52.5MShares$3.43 Billion0.68% of portfolio
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Raymond James Financial Inc St. Petersburg, FL38.7MShares$2.53 Billion0.86% of portfolio
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Morgan Stanley New York, NY37MShares$2.41 Billion0.15% of portfolio