Panoramic Investment Advisors, LLC Ishares S&P Midcap 400 Value E Transaction History
Panoramic Investment Advisors, LLC
- $148 Billion
- Q1 2025
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 5,935 shares of IJJ stock, worth $668,815. This represents 0.48% of its overall portfolio holdings.
Number of Shares
5,935
Previous 5,935
-0.0%
Holding current value
$668,815
Previous $742 Million
4.19%
% of portfolio
0.48%
Previous 0.48%
Shares
4 transactions
Others Institutions Holding IJJ
# of Institutions
902Shares Held
43.6MCall Options Held
1.8KPut Options Held
0-
Morgan Stanley New York, NY4.06MShares$458 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA3.58MShares$403 Million0.1% of portfolio
-
Bank Of America Corp Charlotte, NC2.34MShares$264 Million0.03% of portfolio
-
Ubs Group Ag2.15MShares$243 Million0.05% of portfolio
-
Envestnet Asset Management Inc1.98MShares$223 Million0.08% of portfolio