Goal Vest Advisory LLC Ishares Core S&P Mid Cap ETF Transaction History
Goal Vest Advisory LLC
- $331 Million
- Q3 2024
A detailed history of Goal Vest Advisory LLC transactions in Ishares Core S&P Mid Cap ETF stock. As of the latest transaction made, Goal Vest Advisory LLC holds 3,150 shares of IJH stock, worth $198,418. This represents 0.06% of its overall portfolio holdings.
Number of Shares
3,150
Previous 3,150
-0.0%
Holding current value
$198,418
Previous $184,000
6.52%
% of portfolio
0.06%
Previous 0.06%
Shares
8 transactions
Others Institutions Holding IJH
# of Institutions
2,465Shares Held
1.05BCall Options Held
888KPut Options Held
55.6K-
Northwestern Mutual Wealth Management CO107MShares$6.74 Billion5.95% of portfolio
-
Bank Of America Corp Charlotte, NC65.1MShares$4.1 Billion0.34% of portfolio
-
Wells Fargo & Company San Francisco, CA47.7MShares$3.01 Billion0.69% of portfolio
-
Lpl Financial LLC Fort Mill, SC41.2MShares$2.59 Billion1.18% of portfolio
-
Jpmorgan Chase & CO New York, NY38.1MShares$2.4 Billion0.19% of portfolio