Dopkins Wealth Management, LLC Ishares Core S&P Mid Cap ETF Transaction History
Dopkins Wealth Management, LLC
- $120 Million
- Q3 2024
A detailed history of Dopkins Wealth Management, LLC transactions in Ishares Core S&P Mid Cap ETF stock. As of the latest transaction made, Dopkins Wealth Management, LLC holds 6,250 shares of IJH stock, worth $403,812. This represents 0.32% of its overall portfolio holdings.
Number of Shares
6,250
Previous 6,535
4.36%
Holding current value
$403,812
Previous $382,000
1.83%
% of portfolio
0.32%
Previous 0.24%
Shares
2 transactions
Others Institutions Holding IJH
# of Institutions
2,461Shares Held
1.05BCall Options Held
888KPut Options Held
55.6K-
Northwestern Mutual Wealth Management CO107MShares$6.92 Billion5.95% of portfolio
-
Bank Of America Corp Charlotte, NC65.1MShares$4.21 Billion0.34% of portfolio
-
Wells Fargo & Company San Francisco, CA47.7MShares$3.08 Billion0.69% of portfolio
-
Lpl Financial LLC Fort Mill, SC41.2MShares$2.66 Billion1.18% of portfolio
-
Jpmorgan Chase & CO New York, NY38.1MShares$2.46 Billion0.19% of portfolio