Transform Wealth, LLC Ishares S&P Midcap 400 Growth Transaction History
Transform Wealth, LLC
- $1.46 Billion
- Q3 2024
A detailed history of Transform Wealth, LLC transactions in Ishares S&P Midcap 400 Growth stock. As of the latest transaction made, Transform Wealth, LLC holds 3,483 shares of IJK stock, worth $321,376. This represents 0.02% of its overall portfolio holdings.
Number of Shares
3,483
Previous 3,616
3.68%
Holding current value
$321,376
Previous $318,000
0.63%
% of portfolio
0.02%
Previous 0.02%
Shares
27 transactions
Others Institutions Holding IJK
# of Institutions
936Shares Held
73.5MCall Options Held
5.1KPut Options Held
0-
Morgan Stanley New York, NY6.78MShares$626 Million0.05% of portfolio
-
Wells Fargo & Company San Francisco, CA6.76MShares$623 Million0.14% of portfolio
-
Bank Of America Corp Charlotte, NC3.71MShares$342 Million0.03% of portfolio
-
Main Management ETF Advisors, LLC San Francisco, CA3.03MShares$279 Million13.19% of portfolio
-
Ubs Group Ag2.22MShares$205 Million0.05% of portfolio