First Purpose Wealth LLC Ishares S&P Midcap 400 Growth Transaction History
First Purpose Wealth LLC
- $275 Million
- Q1 2024
A detailed history of First Purpose Wealth LLC transactions in Ishares S&P Midcap 400 Growth stock. As of the latest transaction made, First Purpose Wealth LLC holds 4,976 shares of IJK stock, worth $478,940. This represents 0.17% of its overall portfolio holdings.
Number of Shares
4,976
Previous 4,967
0.18%
Holding current value
$478,940
Previous $393,000
15.52%
% of portfolio
0.17%
Previous 0.15%
Shares
5 transactions
Others Institutions Holding IJK
# of Institutions
934Shares Held
73.6MCall Options Held
5.1KPut Options Held
0-
Morgan Stanley New York, NY6.78MShares$652 Million0.05% of portfolio
-
Wells Fargo & Company San Francisco, CA6.76MShares$650 Million0.14% of portfolio
-
Bank Of America Corp Charlotte, NC3.71MShares$357 Million0.03% of portfolio
-
Main Management ETF Advisors, LLC San Francisco, CA3.03MShares$291 Million13.19% of portfolio
-
Ubs Group Ag2.22MShares$214 Million0.05% of portfolio