Mowery & Schoenfeld Wealth Management, LLC Ishares S&P Midcap 400 Growth Transaction History
Mowery & Schoenfeld Wealth Management, LLC
- $51 Billion
- Q1 2025
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 $1.07 Million. This represents 2.15% of its overall portfolio holdings.
Number of Shares
13,200
Previous 13,200
-0.0%
Holding current value
$1.07 Million
Previous $1.2 Billion
8.41%
% of portfolio
2.15%
Previous 2.33%
Shares
1 transactions
Others Institutions Holding IJK
# of Institutions
946Shares Held
70.3MCall Options Held
1.1KPut Options Held
300-
Morgan Stanley New York, NY7.44MShares$602 Million0.05% of portfolio
-
Wells Fargo & Company San Francisco, CA6.28MShares$509 Million0.12% of portfolio
-
Bank Of America Corp Charlotte, NC3.67MShares$297 Million0.03% of portfolio
-
Main Management ETF Advisors, LLC San Francisco, CA2.34MShares$190 Million9.48% of portfolio
-
Goldman Sachs Group Inc New York, NY2.09MShares$170 Million0.03% of portfolio