Lutz Financial Services LLC Ishares S&P Midcap 400 Value E Transaction History
Lutz Financial Services LLC
- $1.15 Billion
- Q2 2024
A detailed history of Lutz Financial Services LLC transactions in Ishares S&P Midcap 400 Value E stock. As of the latest transaction made, Lutz Financial Services LLC holds 123,657 shares of IJJ stock, worth $15.2 Million. This represents 1.22% of its overall portfolio holdings.
Number of Shares
123,657
Previous 124,413
0.61%
Holding current value
$15.2 Million
Previous $14.7 Million
4.66%
% of portfolio
1.22%
Previous 1.29%
Shares
27 transactions
Others Institutions Holding IJJ
# of Institutions
786Shares Held
42.2MCall Options Held
100Put Options Held
0-
Morgan Stanley New York, NY4.01MShares$494 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA3.67MShares$453 Million0.1% of portfolio
-
Bank Of America Corp Charlotte, NC2.42MShares$298 Million0.02% of portfolio
-
Ubs Group Ag1.91MShares$235 Million0.05% of portfolio
-
Envestnet Asset Management Inc1.75MShares$216 Million0.07% of portfolio