Omega Financial Group, LLC Ishares S&P Midcap 400 Value E Transaction History
Omega Financial Group, LLC
- $264 Million
- Q4 2024
A detailed history of Omega Financial Group, LLC transactions in Ishares S&P Midcap 400 Value E stock. As of the latest transaction made, Omega Financial Group, LLC holds 80,504 shares of IJJ stock, worth $9.67 Million. This represents 3.8% of its overall portfolio holdings.
Number of Shares
80,504
Previous 78,866
2.08%
Holding current value
$9.67 Million
Previous $9.75 Million
3.18%
% of portfolio
3.8%
Previous 3.7%
Shares
25 transactions
Others Institutions Holding IJJ
# of Institutions
889Shares Held
43MCall Options Held
1.8KPut Options Held
0-
Morgan Stanley New York, NY4.06MShares$488 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA3.58MShares$430 Million0.1% of portfolio
-
Bank Of America Corp Charlotte, NC2.34MShares$281 Million0.03% of portfolio
-
Ubs Group Ag2.15MShares$259 Million0.05% of portfolio
-
Envestnet Asset Management Inc1.86MShares$224 Million0.08% of portfolio