Roger Wittlin Investment Advisory, LLC Ishares Core S&P Mid Cap ETF Transaction History
Roger Wittlin Investment Advisory, LLC
- $154 Million
- Q2 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 33,697 shares of IJH stock, worth $1.98 Million. This represents 1.28% of its overall portfolio holdings.
Number of Shares
33,697
Previous 40,002
15.76%
Holding current value
$1.98 Million
Previous $2.43 Million
18.86%
% of portfolio
1.28%
Previous 1.71%
Shares
7 transactions
Others Institutions Holding IJH
# of Institutions
2,358Shares Held
1.02BCall Options Held
716KPut Options Held
43.2K-
Northwestern Mutual Wealth Management CO100MShares$5.92 Billion5.81% of portfolio
-
Bank Of America Corp Charlotte, NC64.1MShares$3.78 Billion0.34% of portfolio
-
Wells Fargo & Company San Francisco, CA48.7MShares$2.87 Billion0.7% of portfolio
-
Lpl Financial LLC Fort Mill, SC40.1MShares$2.36 Billion1.19% of portfolio
-
Jpmorgan Chase & CO New York, NY39.5MShares$2.33 Billion0.2% of portfolio