Accretive Wealth Partners, LLC Ishares Core S&P Mid Cap ETF Transaction History
Accretive Wealth Partners, LLC
- $232 Million
- Q3 2024
A detailed history of Accretive Wealth Partners, LLC transactions in Ishares Core S&P Mid Cap ETF stock. As of the latest transaction made, Accretive Wealth Partners, LLC holds 212,370 shares of IJH stock, worth $14.3 Million. This represents 5.7% of its overall portfolio holdings.
Number of Shares
212,370
Previous 214,210
0.86%
Holding current value
$14.3 Million
Previous $12.5 Million
5.58%
% of portfolio
5.7%
Previous 5.31%
Shares
11 transactions
Others Institutions Holding IJH
# of Institutions
2,463Shares Held
1.05BCall Options Held
888KPut Options Held
55.6K-
Northwestern Mutual Wealth Management CO107MShares$7.23 Billion5.95% of portfolio
-
Bank Of America Corp Charlotte, NC65.1MShares$4.4 Billion0.34% of portfolio
-
Wells Fargo & Company San Francisco, CA47.7MShares$3.23 Billion0.69% of portfolio
-
Lpl Financial LLC Fort Mill, SC41.2MShares$2.78 Billion1.18% of portfolio
-
Jpmorgan Chase & CO New York, NY38.1MShares$2.57 Billion0.19% of portfolio