Precedent Wealth Partners, LLC Ishares Core S&P Mid Cap ETF Transaction History
Precedent Wealth Partners, LLC
- $303 Billion
- Q3 2024
A detailed history of Precedent Wealth Partners, LLC transactions in Ishares Core S&P Mid Cap ETF stock. As of the latest transaction made, Precedent Wealth Partners, LLC holds 217,805 shares of IJH stock, worth $14 Million. This represents 4.48% of its overall portfolio holdings.
Number of Shares
217,805
Previous 219,735
0.88%
Holding current value
$14 Million
Previous $12.9 Billion
5.56%
% of portfolio
4.48%
Previous 5.18%
Shares
4 transactions
Others Institutions Holding IJH
# of Institutions
2,461Shares Held
1.05BCall Options Held
888KPut Options Held
55.6K-
Northwestern Mutual Wealth Management CO107MShares$6.87 Billion5.95% of portfolio
-
Bank Of America Corp Charlotte, NC65.1MShares$4.18 Billion0.34% of portfolio
-
Wells Fargo & Company San Francisco, CA47.7MShares$3.06 Billion0.69% of portfolio
-
Lpl Financial LLC Fort Mill, SC41.2MShares$2.64 Billion1.18% of portfolio
-
Jpmorgan Chase & CO New York, NY38.1MShares$2.44 Billion0.19% of portfolio