Massachusetts Wealth Management Ishares Tr Transaction History
Massachusetts Wealth Management
- $149 Billion
- Q2 2024
A detailed history of Massachusetts Wealth Management transactions in Ishares Tr stock. As of the latest transaction made, Massachusetts Wealth Management holds 14,835 shares of IHE stock, worth $1.05 Million. This represents 0.66% of its overall portfolio holdings.
Number of Shares
14,835
Previous 14,835
-0.0%
Holding current value
$1.05 Million
Previous $1.01 Billion
2.32%
% of portfolio
0.66%
Previous 0.71%
Shares
6 transactions
Others Institutions Holding IHE
# of Institutions
152Shares Held
5.91MCall Options Held
6.2KPut Options Held
0-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa3.44MShares$244 Million0.1% of portfolio
-
Mc Elhenny Sheffield Capital Management, LLC286KShares$20.2 Million6.56% of portfolio
-
Morgan Stanley New York, NY243KShares$17.3 Million0.0% of portfolio
-
Aptus Capital Advisors, LLC183KShares$13 Million0.23% of portfolio
-
Rockport Wealth LLC Fairview Park, OH182KShares$12.9 Million5.1% of portfolio