Naples Global Advisors, LLC Ishares S&P Midcap 400 Value E Transaction History
Naples Global Advisors, LLC
- $1.06 Billion
- Q3 2024
A detailed history of Naples Global Advisors, LLC transactions in Ishares S&P Midcap 400 Value E stock. As of the latest transaction made, Naples Global Advisors, LLC holds 4,215 shares of IJJ stock, worth $529,909. This represents 0.05% of its overall portfolio holdings.
Number of Shares
4,215
Previous 4,214
0.02%
Holding current value
$529,909
Previous $478,000
9.0%
% of portfolio
0.05%
Previous 0.05%
Shares
2 transactions
Others Institutions Holding IJJ
# of Institutions
813Shares Held
40.8MCall Options Held
8.9KPut Options Held
2K-
Morgan Stanley New York, NY4.03MShares$506 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA3.53MShares$443 Million0.1% of portfolio
-
Bank Of America Corp Charlotte, NC2.31MShares$290 Million0.02% of portfolio
-
Ubs Group Ag1.93MShares$242 Million0.05% of portfolio
-
Envestnet Asset Management Inc1.8MShares$226 Million0.07% of portfolio