Panoramic Investment Advisors, LLC Ishares S&P Midcap 400 Value E Transaction History
Panoramic Investment Advisors, LLC
- $136 Billion
- Q1 2024
A detailed history of Panoramic Investment Advisors, LLC transactions in Ishares S&P Midcap 400 Value E stock. As of the latest transaction made, Panoramic Investment Advisors, LLC holds 6,585 shares of IJJ stock, worth $776,371. This represents 0.57% of its overall portfolio holdings.
Number of Shares
6,585
Previous 4,660
41.31%
Holding current value
$776,371
Previous $531 Million
46.58%
% of portfolio
0.57%
Previous 0.46%
Shares
3 transactions
Others Institutions Holding IJJ
# of Institutions
770Shares Held
41.2MCall Options Held
4.1KPut Options Held
0-
Morgan Stanley New York, NY4.05MShares$477 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA3.79MShares$447 Million0.11% of portfolio
-
Bank Of America Corp Charlotte, NC2.47MShares$292 Million0.03% of portfolio
-
Ubs Group Ag1.94MShares$229 Million0.06% of portfolio
-
Envestnet Asset Management Inc1.72MShares$203 Million0.08% of portfolio