Oakwell Private Wealth Management, LLC Ishares S&P Midcap 400 Growth Transaction History
Oakwell Private Wealth Management, LLC
- $348 Million
- Q3 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 $407,971. This represents 0.12% of its overall portfolio holdings.
Number of Shares
4,361
Previous 4,361
-0.0%
Holding current value
$407,971
Previous $384,000
4.17%
% of portfolio
0.12%
Previous 0.11%
Shares
5 transactions
Others Institutions Holding IJK
# of Institutions
933Shares Held
73.6MCall Options Held
5.1KPut Options Held
0-
Morgan Stanley New York, NY6.78MShares$634 Million0.05% of portfolio
-
Wells Fargo & Company San Francisco, CA6.76MShares$632 Million0.14% of portfolio
-
Bank Of America Corp Charlotte, NC3.71MShares$347 Million0.03% of portfolio
-
Main Management ETF Advisors, LLC San Francisco, CA3.03MShares$283 Million13.19% of portfolio
-
Ubs Group Ag2.22MShares$208 Million0.05% of portfolio