Clientfirst Wealth Management, LLC Ishares S&P Midcap 400 Growth 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 Growth stock. As of the latest transaction made, Clientfirst Wealth Management, LLC holds 4,324 shares of IJK stock, worth $420,941. This represents 0.38% of its overall portfolio holdings.
Number of Shares
4,324
Previous 4,324
-0.0%
Holding current value
$420,941
Previous $324,000
3.7%
% of portfolio
0.38%
Previous 0.38%
Shares
1 transactions
Others Institutions Holding IJK
# of Institutions
935Shares Held
73.6MCall Options Held
5.1KPut Options Held
0-
Morgan Stanley New York, NY6.78MShares$660 Million0.05% of portfolio
-
Wells Fargo & Company San Francisco, CA6.76MShares$658 Million0.14% of portfolio
-
Bank Of America Corp Charlotte, NC3.71MShares$361 Million0.03% of portfolio
-
Main Management ETF Advisors, LLC San Francisco, CA3.03MShares$295 Million13.19% of portfolio
-
Ubs Group Ag2.22MShares$216 Million0.05% of portfolio