Merriman Wealth Management, LLC Ishares S&P Midcap 400 Value E Transaction History
Merriman Wealth Management, LLC
- $2.3 Billion
- Q4 2024
A detailed history of Merriman Wealth Management, LLC transactions in Ishares S&P Midcap 400 Value E stock. As of the latest transaction made, Merriman Wealth Management, LLC holds 53,843 shares of IJJ stock, worth $6.77 Million. This represents 0.29% of its overall portfolio holdings.
Number of Shares
53,843
Previous 56,460
4.64%
Holding current value
$6.77 Million
Previous $6.98 Million
3.6%
% of portfolio
0.29%
Previous 0.3%
Shares
28 transactions
Others Institutions Holding IJJ
# of Institutions
889Shares Held
43MCall Options Held
1.8KPut Options Held
0-
Morgan Stanley New York, NY4.06MShares$510 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA3.58MShares$450 Million0.1% of portfolio
-
Bank Of America Corp Charlotte, NC2.34MShares$294 Million0.03% of portfolio
-
Ubs Group Ag2.15MShares$271 Million0.05% of portfolio
-
Envestnet Asset Management Inc1.86MShares$234 Million0.08% of portfolio