Andrews, Lucia Wealth Management LLC Ishares Core S&P Mid Cap ETF Transaction History
Andrews, Lucia Wealth Management LLC
- $146 Million
- Q1 2025
A detailed history of Andrews, Lucia Wealth Management LLC transactions in Ishares Core S&P Mid Cap ETF stock. As of the latest transaction made, Andrews, Lucia Wealth Management LLC holds 3,227 shares of IJH stock, worth $193,749. This represents 0.13% of its overall portfolio holdings.
Number of Shares
3,227
Previous 3,227
-0.0%
Holding current value
$193,749
Previous $201,000
6.47%
% of portfolio
0.13%
Previous 0.14%
Shares
1 transactions
Others Institutions Holding IJH
# of Institutions
2,671Shares Held
1.17BCall Options Held
634KPut Options Held
150K-
Northwestern Mutual Wealth Management CO114MShares$6.85 Billion5.49% of portfolio
-
Bank Of America Corp Charlotte, NC69.5MShares$4.17 Billion0.33% of portfolio
-
Wells Fargo & Company San Francisco, CA50.2MShares$3.01 Billion0.68% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL37.6MShares$2.26 Billion0.85% of portfolio
-
Morgan Stanley New York, NY36.9MShares$2.22 Billion0.16% of portfolio