Stone Crest Wealth Management, Inc. Ishares S&P Midcap 400 Value E Transaction History
Stone Crest Wealth Management, Inc.
- $137 Billion
- Q3 2024
A detailed history of Stone Crest Wealth Management, Inc. transactions in Ishares S&P Midcap 400 Value E stock. As of the latest transaction made, Stone Crest Wealth Management, Inc. holds 7,059 shares of IJJ stock, worth $868,539. This represents 0.63% of its overall portfolio holdings.
Number of Shares
7,059
Previous 7,763
9.07%
Holding current value
$868,539
Previous $881 Million
0.93%
% of portfolio
0.63%
Previous 0.67%
Shares
4 transactions
Others Institutions Holding IJJ
# of Institutions
813Shares Held
40.8MCall Options Held
8.9KPut Options Held
2K-
Morgan Stanley New York, NY4.03MShares$496 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA3.53MShares$434 Million0.1% of portfolio
-
Bank Of America Corp Charlotte, NC2.31MShares$284 Million0.02% of portfolio
-
Ubs Group Ag1.93MShares$237 Million0.05% of portfolio
-
Envestnet Asset Management Inc1.8MShares$221 Million0.07% of portfolio