Lutz Financial Services LLC Ishares Core S&P Mid Cap ETF Transaction History
Lutz Financial Services LLC
- $1.14 Billion
- Q1 2024
A detailed history of Lutz Financial Services LLC transactions in Ishares Core S&P Mid Cap ETF stock. As of the latest transaction made, Lutz Financial Services LLC holds 1,426,495 shares of IJH stock, worth $82.9 Million. This represents 7.57% of its overall portfolio holdings.
Number of Shares
1,426,495
Previous 284,064
402.17%
Holding current value
$82.9 Million
Previous $78.7 Million
10.06%
% of portfolio
7.57%
Previous 7.39%
Shares
26 transactions
Others Institutions Holding IJH
# of Institutions
2,340Shares Held
989MCall Options Held
1.07MPut Options Held
117K-
Northwestern Mutual Wealth Management CO97.3MShares$5.65 Billion6.08% of portfolio
-
Bank Of America Corp Charlotte, NC64.7MShares$3.76 Billion0.37% of portfolio
-
Wells Fargo & Company San Francisco, CA49MShares$2.85 Billion0.73% of portfolio
-
Lpl Financial LLC Fort Mill, SC38.5MShares$2.24 Billion1.28% of portfolio
-
Jpmorgan Chase & CO New York, NY38MShares$2.21 Billion0.21% of portfolio