Evensky & Katz LLC Ishares S&P Midcap 400 Value E Transaction History
Evensky & Katz LLC
- $1.54 Billion
- Q3 2024
A detailed history of Evensky & Katz LLC transactions in Ishares S&P Midcap 400 Value E stock. As of the latest transaction made, Evensky & Katz LLC holds 639,140 shares of IJJ stock, worth $79.9 Million. This represents 5.14% of its overall portfolio holdings.
Number of Shares
639,140
Previous 624,072
2.41%
Holding current value
$79.9 Million
Previous $70.8 Million
11.59%
% of portfolio
5.14%
Previous 4.93%
Shares
29 transactions
Others Institutions Holding IJJ
# of Institutions
813Shares Held
40.8MCall Options Held
8.9KPut Options Held
2K-
Morgan Stanley New York, NY4.03MShares$503 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA3.53MShares$441 Million0.1% of portfolio
-
Bank Of America Corp Charlotte, NC2.31MShares$288 Million0.02% of portfolio
-
Ubs Group Ag1.93MShares$241 Million0.05% of portfolio
-
Envestnet Asset Management Inc1.8MShares$224 Million0.07% of portfolio