Confluence Wealth Services, Inc. Ishares S&P Midcap 400 Value E Transaction History
Confluence Wealth Services, Inc.
- $1.38 Billion
- Q4 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 $313,590. This represents 0.02% of its overall portfolio holdings.
Number of Shares
2,478
Previous 2,478
-0.0%
Holding current value
$313,590
Previous $306,000
0.98%
% of portfolio
0.02%
Previous 0.02%
Shares
4 transactions
Others Institutions Holding IJJ
# of Institutions
869Shares Held
42.5MCall Options Held
5KPut Options Held
2K-
Morgan Stanley New York, NY4.03MShares$510 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA3.58MShares$453 Million0.1% of portfolio
-
Bank Of America Corp Charlotte, NC2.31MShares$292 Million0.02% of portfolio
-
Ubs Group Ag1.93MShares$244 Million0.05% of portfolio
-
Envestnet Asset Management Inc1.86MShares$236 Million0.08% of portfolio