Taylor & Morgan Wealth Management, LLC Ishares Core S&P Mid Cap ETF Transaction History
Taylor & Morgan Wealth Management, LLC
- $138 Million
- Q4 2024
A detailed history of Taylor & Morgan Wealth Management, LLC transactions in Ishares Core S&P Mid Cap ETF stock. As of the latest transaction made, Taylor & Morgan Wealth Management, LLC holds 24,711 shares of IJH stock, worth $1.53 Million. This represents 1.11% of its overall portfolio holdings.
Number of Shares
24,711
Previous 26,950
8.31%
Holding current value
$1.53 Million
Previous $1.68 Million
8.34%
% of portfolio
1.11%
Previous 1.15%
Shares
12 transactions
Others Institutions Holding IJH
# of Institutions
2,640Shares Held
1.14BCall Options Held
773KPut Options Held
70.2K-
Northwestern Mutual Wealth Management CO111MShares$6.86 Billion5.85% of portfolio
-
Bank Of America Corp Charlotte, NC67.8MShares$4.2 Billion0.36% of portfolio
-
Wells Fargo & Company San Francisco, CA51.2MShares$3.18 Billion0.74% of portfolio
-
Lpl Financial LLC Fort Mill, SC42.6MShares$2.64 Billion1.12% of portfolio
-
Jpmorgan Chase & CO New York, NY39MShares$2.42 Billion0.2% of portfolio