Heritage Family Offices, LLP Ishares S&P Midcap 400 Value E Transaction History
Heritage Family Offices, LLP
- $194 Billion
- Q3 2024
A detailed history of Heritage Family Offices, LLP transactions in Ishares S&P Midcap 400 Value E stock. As of the latest transaction made, Heritage Family Offices, LLP holds 2,218 shares of IJJ stock, worth $291,533. This represents 0.14% of its overall portfolio holdings.
Number of Shares
2,218
Previous 2,204
0.64%
Holding current value
$291,533
Previous $250 Million
9.6%
% of portfolio
0.14%
Previous 0.14%
Shares
2 transactions
Others Institutions Holding IJJ
# of Institutions
811Shares Held
41.3MCall Options Held
4KPut Options Held
0-
Morgan Stanley New York, NY4.01MShares$527 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA3.67MShares$483 Million0.1% of portfolio
-
Bank Of America Corp Charlotte, NC2.42MShares$318 Million0.02% of portfolio
-
Ubs Group Ag1.91MShares$251 Million0.05% of portfolio
-
Envestnet Asset Management Inc1.8MShares$236 Million0.07% of portfolio