Clientfirst Wealth Management, LLC Ishares S&P Midcap 400 Value E Transaction History
Clientfirst Wealth Management, LLC
- $87.5 Million
- Q1 2025
A detailed history of Clientfirst Wealth Management, LLC transactions in Ishares S&P Midcap 400 Value E stock. As of the latest transaction made, Clientfirst Wealth Management, LLC holds 2,258 shares of IJJ stock, worth $286,066. This represents 0.31% of its overall portfolio holdings.
Number of Shares
2,258
Previous 2,258
-0.0%
Holding current value
$286,066
Previous $282,000
4.26%
% of portfolio
0.31%
Previous 0.29%
Shares
1 transactions
Others Institutions Holding IJJ
# of Institutions
907Shares Held
43.1MCall Options Held
100Put Options Held
216-
Morgan Stanley New York, NY4.14MShares$524 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA3.72MShares$471 Million0.1% of portfolio
-
Bank Of America Corp Charlotte, NC2.37MShares$301 Million0.02% of portfolio
-
Ubs Group Ag2.09MShares$265 Million0.05% of portfolio
-
Envestnet Asset Management Inc1.98MShares$251 Million0.08% of portfolio