Partners Wealth Management, LLC Ishares S&P Midcap 400 Value E Transaction History
Partners Wealth Management, LLC
- $88.2 Billion
- Q1 2025
A detailed history of Partners Wealth Management, LLC transactions in Ishares S&P Midcap 400 Value E stock. As of the latest transaction made, Partners Wealth Management, LLC holds 4,205 shares of IJJ stock, worth $473,861. This represents 0.57% of its overall portfolio holdings.
Number of Shares
4,205
Previous 4,205
-0.0%
Holding current value
$473,861
Previous $525 Million
4.19%
% of portfolio
0.57%
Previous 0.6%
Shares
1 transactions
Others Institutions Holding IJJ
# of Institutions
901Shares Held
43.3MCall Options Held
100Put Options Held
0-
Morgan Stanley New York, NY4.14MShares$466 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA3.72MShares$419 Million0.1% of portfolio
-
Bank Of America Corp Charlotte, NC2.37MShares$267 Million0.02% of portfolio
-
Ubs Group Ag2.09MShares$236 Million0.05% of portfolio
-
Envestnet Asset Management Inc1.98MShares$223 Million0.08% of portfolio