Investments & Financial Planning, LLC Ishares Core S&P Mid Cap ETF Transaction History
Investments & Financial Planning, LLC
- $158 Million
- Q3 2024
A detailed history of Investments & Financial Planning, LLC transactions in Ishares Core S&P Mid Cap ETF stock. As of the latest transaction made, Investments & Financial Planning, LLC holds 395,142 shares of IJH stock, worth $24.9 Million. This represents 15.6% of its overall portfolio holdings.
Number of Shares
395,142
Previous 396,908
0.44%
Holding current value
$24.9 Million
Previous $23.2 Million
6.02%
% of portfolio
15.6%
Previous 15.6%
Shares
11 transactions
Others Institutions Holding IJH
# of Institutions
2,404Shares Held
1.04BCall Options Held
711KPut Options Held
43.2K-
Northwestern Mutual Wealth Management CO100MShares$6.34 Billion5.81% of portfolio
-
Bank Of America Corp Charlotte, NC64.1MShares$4.04 Billion0.34% of portfolio
-
Wells Fargo & Company San Francisco, CA48.7MShares$3.08 Billion0.7% of portfolio
-
Lpl Financial LLC Fort Mill, SC40.1MShares$2.53 Billion1.19% of portfolio
-
Jpmorgan Chase & CO New York, NY39.5MShares$2.49 Billion0.2% of portfolio