Lee Kelleher Wealth Management Ishares Core S&P Mid Cap ETF Transaction History
Lee Kelleher Wealth Management
- $151 Billion
- Q2 2025
A detailed history of Lee Kelleher Wealth Management transactions in Ishares Core S&P Mid Cap ETF stock. As of the latest transaction made, Lee Kelleher Wealth Management holds 142,231 shares of IJH stock, worth $9.15 Million. This represents 5.86% of its overall portfolio holdings.
Number of Shares
142,231
Previous 136,750
4.01%
Holding current value
$9.15 Million
Previous $7.98 Billion
10.55%
% of portfolio
5.86%
Previous 5.87%
Shares
3 transactions
Others Institutions Holding IJH
# of Institutions
2,725Shares Held
1.18BCall Options Held
709KPut Options Held
118K-
Northwestern Mutual Wealth Management CO120MShares$7.71 Billion5.49% of portfolio
-
Bank Of America Corp Charlotte, NC67.9MShares$4.37 Billion0.32% of portfolio
-
Wells Fargo & Company San Francisco, CA50.1MShares$3.22 Billion0.66% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL38.7MShares$2.49 Billion0.86% of portfolio
-
Morgan Stanley New York, NY37MShares$2.38 Billion0.15% of portfolio