Transform Wealth, LLC Ishares Core S&P Mid Cap ETF Transaction History
Transform Wealth, LLC
- $1.02 Billion
- Q1 2024
A detailed history of Transform Wealth, LLC transactions in Ishares Core S&P Mid Cap ETF stock. As of the latest transaction made, Transform Wealth, LLC holds 6,912 shares of IJH stock, worth $399,029. This represents 0.04% of its overall portfolio holdings.
Number of Shares
6,912
Previous 994
595.37%
Holding current value
$399,029
Previous $275,000
52.36%
% of portfolio
0.04%
Previous 0.03%
Shares
17 transactions
Others Institutions Holding IJH
# of Institutions
2,342Shares Held
989MCall Options Held
1.07MPut Options Held
117K-
Northwestern Mutual Wealth Management CO97.3MShares$5.62 Billion6.08% of portfolio
-
Bank Of America Corp Charlotte, NC64.7MShares$3.74 Billion0.37% of portfolio
-
Wells Fargo & Company San Francisco, CA49MShares$2.83 Billion0.73% of portfolio
-
Lpl Financial LLC Fort Mill, SC38.5MShares$2.22 Billion1.28% of portfolio
-
Jpmorgan Chase & CO New York, NY38MShares$2.2 Billion0.21% of portfolio