Collaborative Wealth Managment Inc. Ishares Core S&P Mid Cap ETF Transaction History
Collaborative Wealth Managment Inc.
- $215 Million
- Q3 2024
A detailed history of Collaborative Wealth Managment Inc. transactions in Ishares Core S&P Mid Cap ETF stock. As of the latest transaction made, Collaborative Wealth Managment Inc. holds 8,574 shares of IJH stock, worth $536,818. This represents 0.25% of its overall portfolio holdings.
Number of Shares
8,574
Previous 8,808
2.66%
Holding current value
$536,818
Previous $515,000
3.69%
% of portfolio
0.25%
Previous 0.26%
Shares
12 transactions
Others Institutions Holding IJH
# of Institutions
2,466Shares Held
1.05BCall Options Held
888KPut Options Held
55.6K-
Northwestern Mutual Wealth Management CO107MShares$6.7 Billion5.95% of portfolio
-
Bank Of America Corp Charlotte, NC65.1MShares$4.08 Billion0.34% of portfolio
-
Wells Fargo & Company San Francisco, CA47.7MShares$2.99 Billion0.69% of portfolio
-
Lpl Financial LLC Fort Mill, SC41.2MShares$2.58 Billion1.18% of portfolio
-
Jpmorgan Chase & CO New York, NY38.1MShares$2.38 Billion0.19% of portfolio