Kathleen S. Wright Associates Inc. Ishares S&P Midcap 400 Growth Transaction History
Kathleen S. Wright Associates Inc.
- $256 Million
- Q3 2025
A detailed history of Kathleen S. Wright Associates Inc. transactions in Ishares S&P Midcap 400 Growth stock. As of the latest transaction made, Kathleen S. Wright Associates Inc. holds 832 shares of IJK stock, worth $79,206. This represents 0.03% of its overall portfolio holdings.
Number of Shares
832
Previous 832
-0.0%
Holding current value
$79,206
Previous $75,000
5.33%
% of portfolio
0.03%
Previous 0.03%
Shares
4 transactions
Others Institutions Holding IJK
# of Institutions
974Shares Held
69.7MCall Options Held
5.3KPut Options Held
0-
Morgan Stanley New York, NY7.35MShares$699 Million0.05% of portfolio
-
Wells Fargo & Company San Francisco, CA6.13MShares$584 Million0.12% of portfolio
-
Bank Of America Corp Charlotte, NC3.8MShares$362 Million0.03% of portfolio
-
Main Management ETF Advisors, LLC San Francisco, CA2.34MShares$223 Million9.48% of portfolio
-
Goldman Sachs Group Inc New York, NY2.16MShares$205 Million0.03% of portfolio