Monterey Private Wealth, Inc. Ishares Core S&P Mid Cap ETF Transaction History
Monterey Private Wealth, Inc.
- $303 Million
- Q4 2024
A detailed history of Monterey Private Wealth, Inc. transactions in Ishares Core S&P Mid Cap ETF stock. As of the latest transaction made, Monterey Private Wealth, Inc. holds 4,904 shares of IJH stock, worth $313,365. This represents 0.1% of its overall portfolio holdings.
Number of Shares
4,904
Previous 5,102
3.88%
Holding current value
$313,365
Previous $317,000
3.79%
% of portfolio
0.1%
Previous 0.11%
Shares
16 transactions
Others Institutions Holding IJH
# of Institutions
2,623Shares Held
1.14BCall Options Held
714KPut Options Held
34.7K-
Northwestern Mutual Wealth Management CO111MShares$7.07 Billion5.85% of portfolio
-
Bank Of America Corp Charlotte, NC67.8MShares$4.33 Billion0.36% of portfolio
-
Wells Fargo & Company San Francisco, CA51.2MShares$3.27 Billion0.74% of portfolio
-
Lpl Financial LLC Fort Mill, SC42.6MShares$2.72 Billion1.12% of portfolio
-
Jpmorgan Chase & CO New York, NY39MShares$2.49 Billion0.2% of portfolio