Mine & Arao Wealth Creation & Management, Llc. Ishares S&P Midcap 400 Value E Transaction History

Mine & Arao Wealth Creation & Management, Llc.

$215 Million
Q3 2024

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 08, 2024	BUY	$109.27 - $118.29 $1,966 - $2,129	18 New	18 $2,000

Others Institutions Holding IJJ

# of Institutions

814

Shares Held

40.7M

Call Options Held

8.9K

Put Options Held

Morgan Stanley New York, NY

4.03M
Shares

$504 Million
0.04% of portfolio
Wells Fargo & Company San Francisco, CA

3.53M
Shares

$442 Million
0.1% of portfolio
Bank Of America Corp Charlotte, NC

2.31M
Shares

$289 Million
0.02% of portfolio
Ubs Group Ag

1.93M
Shares

$242 Million
0.05% of portfolio
Envestnet Asset Management Inc

1.8M
Shares

$225 Million
0.07% of portfolio

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