Stone Crest Wealth Management, Inc. Ishares S&P Midcap 400 Value E Transaction History
Stone Crest Wealth Management, Inc.
- $116 Billion
- Q1 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 14,609 shares of IJJ stock, worth $1.65 Million. This represents 1.49% of its overall portfolio holdings.
Number of Shares
14,609
Previous 14,656
0.32%
Holding current value
$1.65 Million
Previous $1.67 Billion
3.39%
% of portfolio
1.49%
Previous 1.6%
Shares
2 transactions
Others Institutions Holding IJJ
# of Institutions
770Shares Held
41.5MCall Options Held
4.1KPut Options Held
0-
Morgan Stanley New York, NY4.05MShares$458 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA3.79MShares$429 Million0.11% of portfolio
-
Bank Of America Corp Charlotte, NC2.47MShares$280 Million0.03% of portfolio
-
Ubs Group Ag1.94MShares$219 Million0.06% of portfolio
-
Envestnet Asset Management Inc1.72MShares$195 Million0.08% of portfolio