Dynasty Wealth Management, LLC Ishares Core S&P Mid Cap ETF Transaction History
Dynasty Wealth Management, LLC
- $7.49 Trillion
- Q3 2025
A detailed history of Dynasty Wealth Management, LLC transactions in Ishares Core S&P Mid Cap ETF stock. As of the latest transaction made, Dynasty Wealth Management, LLC holds 286,781 shares of IJH stock, worth $18.5 Million. This represents 0.25% of its overall portfolio holdings.
Number of Shares
286,781Holding current value
$18.5 Million% of portfolio
0.25%Shares
1 transactions
Others Institutions Holding IJH
# of Institutions
2,731Shares Held
1.18BCall Options Held
709KPut Options Held
118K-
Northwestern Mutual Wealth Management CO120MShares$7.71 Billion5.49% of portfolio
-
Bank Of America Corp Charlotte, NC67.9MShares$4.37 Billion0.32% of portfolio
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Wells Fargo & Company San Francisco, CA50.1MShares$3.22 Billion0.66% of portfolio
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Raymond James Financial Inc St. Petersburg, FL38.7MShares$2.49 Billion0.86% of portfolio
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Morgan Stanley New York, NY37MShares$2.38 Billion0.15% of portfolio