Polaris Wealth Advisory Group, LLC Ishares Core S&P Mid Cap ETF Transaction History
Polaris Wealth Advisory Group, LLC
- $1.3 Billion
- Q3 2023
A detailed history of Polaris Wealth Advisory Group, LLC transactions in Ishares Core S&P Mid Cap ETF stock. As of the latest transaction made, Polaris Wealth Advisory Group, LLC holds 18,220 shares of IJH stock, worth $1.05 Million. This represents 0.35% of its overall portfolio holdings.
Number of Shares
18,220
Previous 15,356
18.65%
Holding current value
$1.05 Million
Previous $4.02 Million
13.15%
% of portfolio
0.35%
Previous 0.31%
Shares
24 transactions
Others Institutions Holding IJH
# of Institutions
2,337Shares Held
989MCall Options Held
1.07MPut Options Held
117K-
Northwestern Mutual Wealth Management CO97.3MShares$5.63 Billion6.08% of portfolio
-
Bank Of America Corp Charlotte, NC64.7MShares$3.75 Billion0.37% of portfolio
-
Wells Fargo & Company San Francisco, CA49MShares$2.84 Billion0.73% of portfolio
-
Lpl Financial LLC Fort Mill, SC38.5MShares$2.23 Billion1.28% of portfolio
-
Jpmorgan Chase & CO New York, NY38MShares$2.2 Billion0.21% of portfolio