Source Financial Advisors LLC Ishares Core S&P Mid Cap ETF Transaction History
Source Financial Advisors LLC
- $337 Million
- Q3 2024
A detailed history of Source Financial Advisors LLC transactions in Ishares Core S&P Mid Cap ETF stock. As of the latest transaction made, Source Financial Advisors LLC holds 20,932 shares of IJH stock, worth $1.38 Million. This represents 0.39% of its overall portfolio holdings.
Number of Shares
20,932
Previous 20,711
1.07%
Holding current value
$1.38 Million
Previous $1.21 Million
7.59%
% of portfolio
0.39%
Previous 0.37%
Shares
16 transactions
Others Institutions Holding IJH
# of Institutions
2,728Shares Held
1.18BCall Options Held
709KPut Options Held
118K-
Northwestern Mutual Wealth Management CO120MShares$7.89 Billion5.49% of portfolio
-
Bank Of America Corp Charlotte, NC67.9MShares$4.46 Billion0.32% of portfolio
-
Wells Fargo & Company San Francisco, CA50.1MShares$3.29 Billion0.66% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL38.7MShares$2.55 Billion0.86% of portfolio
-
Morgan Stanley New York, NY37MShares$2.43 Billion0.15% of portfolio