Consilio Wealth Advisors, LLC Ishares Core S&P Mid Cap ETF Transaction History
Consilio Wealth Advisors, LLC
- $244 Million
- Q4 2024
A detailed history of Consilio Wealth Advisors, LLC transactions in Ishares Core S&P Mid Cap ETF stock. As of the latest transaction made, Consilio Wealth Advisors, LLC holds 209,495 shares of IJH stock, worth $13.4 Million. This represents 5.35% of its overall portfolio holdings.
Number of Shares
209,495
Previous 206,368
1.52%
Holding current value
$13.4 Million
Previous $12.9 Million
1.5%
% of portfolio
5.35%
Previous 5.31%
Shares
12 transactions
Others Institutions Holding IJH
# of Institutions
2,623Shares Held
1.14BCall Options Held
714KPut Options Held
34.7K-
Northwestern Mutual Wealth Management CO111MShares$7.07 Billion5.85% of portfolio
-
Bank Of America Corp Charlotte, NC67.8MShares$4.33 Billion0.36% of portfolio
-
Wells Fargo & Company San Francisco, CA51.2MShares$3.27 Billion0.74% of portfolio
-
Lpl Financial LLC Fort Mill, SC42.6MShares$2.72 Billion1.12% of portfolio
-
Jpmorgan Chase & CO New York, NY39MShares$2.49 Billion0.2% of portfolio