Mowery & Schoenfeld Wealth Management, LLC Ishares S&P Midcap 400 Growth Transaction History
Mowery & Schoenfeld Wealth Management, LLC
- $63.3 Billion
- Q3 2024
A detailed history of Mowery & Schoenfeld Wealth Management, LLC transactions in Ishares S&P Midcap 400 Growth stock. As of the latest transaction made, Mowery & Schoenfeld Wealth Management, LLC holds 13,200 shares of IJK stock, worth $1.21 Million. This represents 1.92% of its overall portfolio holdings.
Number of Shares
13,200
Previous 13,200
-0.0%
Holding current value
$1.21 Million
Previous $1.16 Billion
4.34%
% of portfolio
1.92%
Previous 1.67%
Shares
1 transactions
Others Institutions Holding IJK
# of Institutions
936Shares Held
73.6MCall Options Held
5.1KPut Options Held
0-
Morgan Stanley New York, NY6.78MShares$621 Million0.05% of portfolio
-
Wells Fargo & Company San Francisco, CA6.76MShares$619 Million0.14% of portfolio
-
Bank Of America Corp Charlotte, NC3.71MShares$340 Million0.03% of portfolio
-
Main Management ETF Advisors, LLC San Francisco, CA3.03MShares$277 Million13.19% of portfolio
-
Ubs Group Ag2.22MShares$204 Million0.05% of portfolio