Summit Wealth Partners, LLC Ishares Core S&P Mid Cap ETF Transaction History
Summit Wealth Partners, LLC
- $487 Billion
- Q4 2024
A detailed history of Summit Wealth Partners, LLC transactions in Ishares Core S&P Mid Cap ETF stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 71,296 shares of IJH stock, worth $4.57 Million. This represents 0.91% of its overall portfolio holdings.
Number of Shares
71,296
Previous 74,202
3.92%
Holding current value
$4.57 Million
Previous $4.62 Billion
3.93%
% of portfolio
0.91%
Previous 0.89%
Shares
21 transactions
Others Institutions Holding IJH
# of Institutions
2,556Shares Held
1.1BCall Options Held
888KPut Options Held
55.6K-
Northwestern Mutual Wealth Management CO107MShares$6.86 Billion5.95% of portfolio
-
Bank Of America Corp Charlotte, NC65.1MShares$4.17 Billion0.34% of portfolio
-
Wells Fargo & Company San Francisco, CA47.7MShares$3.06 Billion0.69% of portfolio
-
Lpl Financial LLC Fort Mill, SC41.2MShares$2.64 Billion1.18% of portfolio
-
Jpmorgan Chase & CO New York, NY38.1MShares$2.44 Billion0.19% of portfolio