Falcon Wealth Planning Ishares S&P Small Cap 600 Grow Transaction History
Falcon Wealth Planning
- $769 Million
- Q2 2024
A detailed history of Falcon Wealth Planning transactions in Ishares S&P Small Cap 600 Grow stock. As of the latest transaction made, Falcon Wealth Planning holds 202,147 shares of IJT stock, worth $27.9 Million. This represents 3.37% of its overall portfolio holdings.
Number of Shares
202,147
Previous 189,652
6.59%
Holding current value
$27.9 Million
Previous $24.8 Million
4.71%
% of portfolio
3.37%
Previous 3.93%
Shares
15 transactions
Others Institutions Holding IJT
# of Institutions
739Shares Held
25.8MCall Options Held
12.1KPut Options Held
6.4K-
Morgan Stanley New York, NY3.12MShares$431 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC1.83MShares$253 Million0.02% of portfolio
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Wells Fargo & Company San Francisco, CA1.18MShares$163 Million0.04% of portfolio
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Ubs Group Ag1.13MShares$157 Million0.04% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA1.04MShares$144 Million0.09% of portfolio