Roger Wittlin Investment Advisory, LLC Ishares Core S&P Mid Cap ETF Transaction History
Roger Wittlin Investment Advisory, LLC
- $171 Million
- Q3 2024
A detailed history of Roger Wittlin Investment Advisory, LLC transactions in Ishares Core S&P Mid Cap ETF stock. As of the latest transaction made, Roger Wittlin Investment Advisory, LLC holds 33,827 shares of IJH stock, worth $2.19 Million. This represents 1.23% of its overall portfolio holdings.
Number of Shares
33,827
Previous 33,697
0.39%
Holding current value
$2.19 Million
Previous $1.97 Million
6.95%
% of portfolio
1.23%
Previous 1.28%
Shares
8 transactions
Others Institutions Holding IJH
# of Institutions
2,462Shares Held
1.05BCall Options Held
888KPut Options Held
55.6K-
Northwestern Mutual Wealth Management CO107MShares$6.92 Billion5.95% of portfolio
-
Bank Of America Corp Charlotte, NC65.1MShares$4.21 Billion0.34% of portfolio
-
Wells Fargo & Company San Francisco, CA47.7MShares$3.08 Billion0.69% of portfolio
-
Lpl Financial LLC Fort Mill, SC41.2MShares$2.66 Billion1.18% of portfolio
-
Jpmorgan Chase & CO New York, NY38.1MShares$2.46 Billion0.19% of portfolio