Mowery & Schoenfeld Wealth Management, LLC Ishares S&P Midcap 400 Growth Transaction History
Mowery & Schoenfeld Wealth Management, LLC
- $51.4 Billion
- Q4 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 $1.13 Million. This represents 2.33% of its overall portfolio holdings.
Number of Shares
13,200
Previous 13,200
-0.0%
Holding current value
$1.13 Million
Previous $1.21 Billion
1.09%
% of portfolio
2.33%
Previous 1.92%
Shares
1 transactions
Others Institutions Holding IJK
# of Institutions
974Shares Held
70.6MCall Options Held
4.2KPut Options Held
800-
Morgan Stanley New York, NY7.18MShares$613 Million0.05% of portfolio
-
Wells Fargo & Company San Francisco, CA6.44MShares$550 Million0.14% of portfolio
-
Bank Of America Corp Charlotte, NC3.63MShares$310 Million0.03% of portfolio
-
Main Management ETF Advisors, LLC San Francisco, CA2.43MShares$208 Million10.04% of portfolio
-
Ubs Group Ag2.19MShares$187 Million0.04% of portfolio