Geometric Wealth Advisors Ishares S&P Midcap 400 Growth Transaction History
Geometric Wealth Advisors
- $518 Million
- Q3 2024
A detailed history of Geometric Wealth Advisors transactions in Ishares S&P Midcap 400 Growth stock. As of the latest transaction made, Geometric Wealth Advisors holds 5,537 shares of IJK stock, worth $524,852. This represents 0.1% of its overall portfolio holdings.
Number of Shares
5,537
Previous 5,537
-0.0%
Holding current value
$524,852
Previous $487,000
4.52%
% of portfolio
0.1%
Previous 0.1%
Shares
1 transactions
Others Institutions Holding IJK
# of Institutions
940Shares Held
71.3MCall Options Held
5.1KPut Options Held
0-
Morgan Stanley New York, NY6.78MShares$643 Million0.05% of portfolio
-
Wells Fargo & Company San Francisco, CA6.76MShares$640 Million0.14% of portfolio
-
Bank Of America Corp Charlotte, NC3.71MShares$351 Million0.03% of portfolio
-
Main Management ETF Advisors, LLC San Francisco, CA3.03MShares$287 Million13.19% of portfolio
-
Ubs Group Ag2.22MShares$211 Million0.05% of portfolio