New Edge Wealth, LLC Ishares S&P Midcap 400 Value E Transaction History
New Edge Wealth, LLC
- $5.41 Billion
- Q3 2024
A detailed history of New Edge Wealth, LLC transactions in Ishares S&P Midcap 400 Value E stock. As of the latest transaction made, New Edge Wealth, LLC holds 1,970 shares of IJJ stock, worth $257,951. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1,970
Previous 1,970
-0.0%
Holding current value
$257,951
Previous $223,000
8.97%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding IJJ
# of Institutions
822Shares Held
40.7MCall Options Held
8.9KPut Options Held
2K-
Morgan Stanley New York, NY4.03MShares$527 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA3.53MShares$462 Million0.1% of portfolio
-
Bank Of America Corp Charlotte, NC2.31MShares$302 Million0.02% of portfolio
-
Ubs Group Ag1.93MShares$253 Million0.05% of portfolio
-
Envestnet Asset Management Inc1.8MShares$235 Million0.07% of portfolio