Balance Wealth, LLC Ishares S&P Midcap 400 Value E Transaction History
Balance Wealth, LLC
- $405 Billion
- Q3 2025
A detailed history of Balance Wealth, LLC transactions in Ishares S&P Midcap 400 Value E stock. As of the latest transaction made, Balance Wealth, LLC holds 251,191 shares of IJJ stock, worth $32.5 Million. This represents 8.05% of its overall portfolio holdings.
Number of Shares
251,191Holding current value
$32.5 Million% of portfolio
8.05%Shares
1 transactions
Others Institutions Holding IJJ
# of Institutions
914Shares Held
42.5MCall Options Held
184KPut Options Held
0-
Morgan Stanley New York, NY4.28MShares$553 Million0.04% of portfolio
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Wells Fargo & Company San Francisco, CA3.7MShares$478 Million0.1% of portfolio
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Bank Of America Corp Charlotte, NC2.39MShares$309 Million0.02% of portfolio
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Ubs Group Ag2.04MShares$264 Million0.05% of portfolio
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Envestnet Asset Management Inc1.89MShares$244 Million0.07% of portfolio