Intergy Private Wealth, LLC Ishares Core S&P Mid Cap ETF Transaction History
Intergy Private Wealth, LLC
- $265 Million
- Q4 2024
A detailed history of Intergy Private Wealth, LLC transactions in Ishares Core S&P Mid Cap ETF stock. As of the latest transaction made, Intergy Private Wealth, LLC holds 11,746 shares of IJH stock, worth $702,880. This represents 0.28% of its overall portfolio holdings.
Number of Shares
11,746
Previous 11,745
0.01%
Holding current value
$702,880
Previous $731,000
-0.0%
% of portfolio
0.28%
Previous 0.28%
Shares
12 transactions
Others Institutions Holding IJH
# of Institutions
2,652Shares Held
1.14BCall Options Held
773KPut Options Held
70.2K-
Northwestern Mutual Wealth Management CO111MShares$6.62 Billion5.85% of portfolio
-
Bank Of America Corp Charlotte, NC67.8MShares$4.06 Billion0.36% of portfolio
-
Wells Fargo & Company San Francisco, CA51.2MShares$3.07 Billion0.74% of portfolio
-
Lpl Financial LLC Fort Mill, SC42.6MShares$2.55 Billion1.12% of portfolio
-
Jpmorgan Chase & CO New York, NY39MShares$2.33 Billion0.2% of portfolio