Financial Synergies Wealth Advisors, Inc. Ishares Core S&P Mid Cap ETF Transaction History
Financial Synergies Wealth Advisors, Inc.
- $805 Billion
- Q3 2024
A detailed history of Financial Synergies Wealth Advisors, Inc. transactions in Ishares Core S&P Mid Cap ETF stock. As of the latest transaction made, Financial Synergies Wealth Advisors, Inc. holds 17,401 shares of IJH stock, worth $1.12 Million. This represents 0.13% of its overall portfolio holdings.
Number of Shares
17,401
Previous 28,532
39.01%
Holding current value
$1.12 Million
Previous $1.67 Billion
35.05%
% of portfolio
0.13%
Previous 0.22%
Shares
22 transactions
Others Institutions Holding IJH
# of Institutions
2,465Shares Held
1.05BCall Options Held
888KPut Options Held
55.6K-
Northwestern Mutual Wealth Management CO107MShares$6.91 Billion5.95% of portfolio
-
Bank Of America Corp Charlotte, NC65.1MShares$4.2 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