Chesapeake Wealth Management Ishares Tr Transaction History
Chesapeake Wealth Management
- $297 Million
- Q2 2025
A detailed history of Chesapeake Wealth Management transactions in Ishares Tr stock. As of the latest transaction made, Chesapeake Wealth Management holds 2,021 shares of IYJ stock, worth $290,336. This represents 0.1% of its overall portfolio holdings.
Number of Shares
2,021
Previous 1,961
3.06%
Holding current value
$290,336
Previous $255,000
12.55%
% of portfolio
0.1%
Previous 0.09%
Shares
27 transactions
Others Institutions Holding IYJ
# of Institutions
347Shares Held
8.1MCall Options Held
9.2KPut Options Held
2.8K-
Laurel Wealth Advisors LLC Charlotte, NC1.76MShares$254 Million0.18% of portfolio
-
Morgan Stanley New York, NY837KShares$120 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC616KShares$88.6 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA437KShares$62.8 Million0.01% of portfolio
-
Pgim Custom Harvest LLC Newark, NJ341KShares$49 Million1.01% of portfolio