Prosperity Planning, Inc. Ishares S&P Midcap 400 Value E Transaction History
Prosperity Planning, Inc.
- $289 Million
- Q1 2024
A detailed history of Prosperity Planning, Inc. transactions in Ishares S&P Midcap 400 Value E stock. As of the latest transaction made, Prosperity Planning, Inc. holds 27,021 shares of IJJ stock, worth $3.04 Million. This represents 1.11% of its overall portfolio holdings.
Number of Shares
27,021
Previous 27,084
0.23%
Holding current value
$3.04 Million
Previous $3.09 Million
3.5%
% of portfolio
1.11%
Previous 1.16%
Shares
11 transactions
Others Institutions Holding IJJ
# of Institutions
771Shares Held
41.5MCall Options Held
4.1KPut Options Held
0-
Morgan Stanley New York, NY4.05MShares$455 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA3.79MShares$427 Million0.11% of portfolio
-
Bank Of America Corp Charlotte, NC2.47MShares$278 Million0.03% of portfolio
-
Ubs Group Ag1.94MShares$218 Million0.06% of portfolio
-
Envestnet Asset Management Inc1.72MShares$194 Million0.08% of portfolio