Modern Wealth Management, LLC Ishares S&P Midcap 400 Growth Transaction History
Modern Wealth Management, LLC
- $1.37 Trillion
- Q2 2024
A detailed history of Modern Wealth Management, LLC transactions in Ishares S&P Midcap 400 Growth stock. As of the latest transaction made, Modern Wealth Management, LLC holds 769,629 shares of IJK stock, worth $70.7 Million. This represents 4.96% of its overall portfolio holdings.
Number of Shares
769,629
Previous 754,518
2.0%
Holding current value
$70.7 Million
Previous $67.9 Billion
0.06%
% of portfolio
4.96%
Previous 6.11%
Shares
3 transactions
Others Institutions Holding IJK
# of Institutions
907Shares Held
74MCall Options Held
2.7KPut Options Held
0-
Wells Fargo & Company San Francisco, CA7.07MShares$649 Million0.15% of portfolio
-
Morgan Stanley New York, NY6.74MShares$619 Million0.05% of portfolio
-
Goldman Sachs Group Inc New York, NY3.44MShares$316 Million0.05% of portfolio
-
Bank Of America Corp Charlotte, NC3.35MShares$308 Million0.03% of portfolio
-
Main Management ETF Advisors, LLC San Francisco, CA2.95MShares$271 Million12.99% of portfolio