Oakwell Private Wealth Management, LLC Ishares S&P Midcap 400 Growth Transaction History
Oakwell Private Wealth Management, LLC
- $357 Million
- Q4 2024
A detailed history of Oakwell Private Wealth Management, LLC transactions in Ishares S&P Midcap 400 Growth stock. As of the latest transaction made, Oakwell Private Wealth Management, LLC holds 4,361 shares of IJK stock, worth $390,396. This represents 0.11% of its overall portfolio holdings.
Number of Shares
4,361
Previous 4,361
-0.0%
Holding current value
$390,396
Previous $400,000
1.0%
% of portfolio
0.11%
Previous 0.12%
Shares
5 transactions
Others Institutions Holding IJK
# of Institutions
973Shares Held
70.6MCall Options Held
4.2KPut Options Held
800-
Morgan Stanley New York, NY7.18MShares$642 Million0.05% of portfolio
-
Wells Fargo & Company San Francisco, CA6.44MShares$577 Million0.14% of portfolio
-
Bank Of America Corp Charlotte, NC3.63MShares$325 Million0.03% of portfolio
-
Main Management ETF Advisors, LLC San Francisco, CA2.43MShares$218 Million10.04% of portfolio
-
Ubs Group Ag2.19MShares$196 Million0.04% of portfolio