Confluence Wealth Services, Inc. Ishares S&P Midcap 400 Value E Transaction History
Confluence Wealth Services, Inc.
- $1.31 Billion
- Q3 2024
A detailed history of Confluence Wealth Services, Inc. transactions in Ishares S&P Midcap 400 Value E stock. As of the latest transaction made, Confluence Wealth Services, Inc. holds 2,478 shares of IJJ stock, worth $318,423. This represents 0.02% of its overall portfolio holdings.
Number of Shares
2,478
Previous 2,478
-0.0%
Holding current value
$318,423
Previous $281,000
8.9%
% of portfolio
0.02%
Previous 0.02%
Shares
4 transactions
Others Institutions Holding IJJ
# of Institutions
813Shares Held
40.8MCall Options Held
8.9KPut Options Held
2K-
Morgan Stanley New York, NY4.03MShares$518 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA3.53MShares$453 Million0.1% of portfolio
-
Bank Of America Corp Charlotte, NC2.31MShares$296 Million0.02% of portfolio
-
Ubs Group Ag1.93MShares$248 Million0.05% of portfolio
-
Envestnet Asset Management Inc1.8MShares$231 Million0.07% of portfolio