Taylor & Morgan Wealth Management, LLC Ishares Core S&P Mid Cap ETF Transaction History
Taylor & Morgan Wealth Management, LLC
- $146 Million
- Q3 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 26,950 shares of IJH stock, worth $1.8 Million. This represents 1.15% of its overall portfolio holdings.
Number of Shares
26,950
Previous 26,950
-0.0%
Holding current value
$1.8 Million
Previous $1.58 Million
6.47%
% of portfolio
1.15%
Previous 1.13%
Shares
11 transactions
Others Institutions Holding IJH
# of Institutions
2,462Shares Held
1.05BCall Options Held
888KPut Options Held
55.6K-
Northwestern Mutual Wealth Management CO107MShares$7.14 Billion5.95% of portfolio
-
Bank Of America Corp Charlotte, NC65.1MShares$4.34 Billion0.34% of portfolio
-
Wells Fargo & Company San Francisco, CA47.7MShares$3.18 Billion0.69% of portfolio
-
Lpl Financial LLC Fort Mill, SC41.2MShares$2.75 Billion1.18% of portfolio
-
Jpmorgan Chase & CO New York, NY38.1MShares$2.54 Billion0.19% of portfolio