Defined Wealth Management, LLC Ishares Core S&P Mid Cap ETF Transaction History
Defined Wealth Management, LLC
- $164 Million
- Q4 2025
A detailed history of Defined Wealth Management, LLC transactions in Ishares Core S&P Mid Cap ETF stock. As of the latest transaction made, Defined Wealth Management, LLC holds 6,686 shares of IJH stock, worth $429,241. This represents 0.26% of its overall portfolio holdings.
Number of Shares
6,686
Previous 6,744
0.86%
Holding current value
$429,241
Previous $440,000
2.5%
% of portfolio
0.26%
Previous 0.27%
Shares
13 transactions
Others Institutions Holding IJH
# of Institutions
2,792Shares Held
1.18BCall Options Held
569KPut Options Held
75.3K-
Northwestern Mutual Wealth Management CO123MShares$7.87 Billion5.43% of portfolio
-
Bank Of America Corp Charlotte, NC67.9MShares$4.36 Billion0.31% of portfolio
-
Wells Fargo & Company San Francisco, CA52.5MShares$3.37 Billion0.68% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL38.7MShares$2.48 Billion0.84% of portfolio
-
Morgan Stanley New York, NY37MShares$2.38 Billion0.15% of portfolio