Vance Wealth, Inc. Ishares S&P Midcap 400 Value E Transaction History
Vance Wealth, Inc.
- $263 Million
- Q3 2024
A detailed history of Vance Wealth, Inc. transactions in Ishares S&P Midcap 400 Value E stock. As of the latest transaction made, Vance Wealth, Inc. holds 24,964 shares of IJJ stock, worth $3.1 Million. This represents 1.18% of its overall portfolio holdings.
Number of Shares
24,964
Previous 26,456
5.64%
Holding current value
$3.1 Million
Previous $3 Million
2.83%
% of portfolio
1.18%
Previous 1.24%
Shares
10 transactions
Others Institutions Holding IJJ
# of Institutions
813Shares Held
40.8MCall Options Held
8.9KPut Options Held
2K-
Morgan Stanley New York, NY4.03MShares$500 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA3.53MShares$438 Million0.1% of portfolio
-
Bank Of America Corp Charlotte, NC2.31MShares$286 Million0.02% of portfolio
-
Ubs Group Ag1.93MShares$239 Million0.05% of portfolio
-
Envestnet Asset Management Inc1.8MShares$223 Million0.07% of portfolio