Goal Vest Advisory LLC Ishares S&P Midcap 400 Value E Transaction History
Goal Vest Advisory LLC
- $352 Million
- Q1 2025
Shares
1 transactions
Others Institutions Holding IJJ
# of Institutions
905Shares Held
43MCall Options Held
100Put Options Held
216-
Morgan Stanley New York, NY4.14MShares$530 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA3.72MShares$476 Million0.1% of portfolio
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Bank Of America Corp Charlotte, NC2.37MShares$304 Million0.02% of portfolio
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Ubs Group Ag2.09MShares$268 Million0.05% of portfolio
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Envestnet Asset Management Inc1.98MShares$253 Million0.08% of portfolio