Panoramic Investment Advisors, LLC Ishares S&P Midcap 400 Value E Transaction History
Panoramic Investment Advisors, LLC
- $145 Billion
- Q3 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 5,935 shares of IJJ stock, worth $762,647. This represents 0.51% of its overall portfolio holdings.
Number of Shares
5,935
Previous 6,585
9.87%
Holding current value
$762,647
Previous $779 Million
5.81%
% of portfolio
0.51%
Previous 0.57%
Shares
4 transactions
Others Institutions Holding IJJ
# of Institutions
813Shares Held
40.8MCall Options Held
8.9KPut Options Held
2K-
Morgan Stanley New York, NY4.03MShares$518 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA3.53MShares$453 Million0.1% of portfolio
-
Bank Of America Corp Charlotte, NC2.31MShares$296 Million0.02% of portfolio
-
Ubs Group Ag1.93MShares$248 Million0.05% of portfolio
-
Envestnet Asset Management Inc1.8MShares$231 Million0.07% of portfolio