Clientfirst Wealth Management, LLC Ishares S&P Midcap 400 Value E Transaction History
Clientfirst Wealth Management, LLC
- $82.6 Million
- Q3 2023
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 $277,824. This represents 0.27% of its overall portfolio holdings.
Number of Shares
2,258
Previous 2,258
-0.0%
Holding current value
$277,824
Previous $241,000
5.81%
% of portfolio
0.27%
Previous 0.28%
Shares
1 transactions
Others Institutions Holding IJJ
# of Institutions
813Shares Held
40.8MCall Options Held
8.9KPut Options Held
2K-
Morgan Stanley New York, NY4.03MShares$496 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA3.53MShares$434 Million0.1% of portfolio
-
Bank Of America Corp Charlotte, NC2.31MShares$284 Million0.02% of portfolio
-
Ubs Group Ag1.93MShares$237 Million0.05% of portfolio
-
Envestnet Asset Management Inc1.8MShares$221 Million0.07% of portfolio