Tria Gen Wealth Management LLC Ishares Core S&P Mid Cap ETF Transaction History
Tria Gen Wealth Management LLC
- $273 Million
- Q3 2024
A detailed history of Tria Gen Wealth Management LLC transactions in Ishares Core S&P Mid Cap ETF stock. As of the latest transaction made, Tria Gen Wealth Management LLC holds 8,285 shares of IJH stock, worth $534,879. This represents 0.19% of its overall portfolio holdings.
Number of Shares
8,285
Previous 6,857
20.83%
Holding current value
$534,879
Previous $401,000
28.68%
% of portfolio
0.19%
Previous 0.17%
Shares
3 transactions
Others Institutions Holding IJH
# of Institutions
2,465Shares Held
1.05BCall Options Held
888KPut Options Held
55.6K-
Northwestern Mutual Wealth Management CO107MShares$6.91 Billion5.95% of portfolio
-
Bank Of America Corp Charlotte, NC65.1MShares$4.2 Billion0.34% of portfolio
-
Wells Fargo & Company San Francisco, CA47.7MShares$3.08 Billion0.69% of portfolio
-
Lpl Financial LLC Fort Mill, SC41.2MShares$2.66 Billion1.18% of portfolio
-
Jpmorgan Chase & CO New York, NY38.1MShares$2.46 Billion0.19% of portfolio