Venturi Wealth Management, LLC Ishares S&P Midcap 400 Growth Transaction History
Venturi Wealth Management, LLC
- $1.45 Billion
- Q1 2024
A detailed history of Venturi Wealth Management, LLC transactions in Ishares S&P Midcap 400 Growth stock. As of the latest transaction made, Venturi Wealth Management, LLC holds 1,842 shares of IJK stock, worth $160,990. This represents 0.01% of its overall portfolio holdings.
Number of Shares
1,842
Previous 1,842
-0.0%
Holding current value
$160,990
Previous $145,000
15.86%
% of portfolio
0.01%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding IJK
# of Institutions
866Shares Held
70.7MCall Options Held
3.3KPut Options Held
200-
Wells Fargo & Company San Francisco, CA7.26MShares$634 Million0.16% of portfolio
-
Morgan Stanley New York, NY6.67MShares$583 Million0.05% of portfolio
-
Bank Of America Corp Charlotte, NC3.53MShares$309 Million0.03% of portfolio
-
Goldman Sachs Group Inc New York, NY3.4MShares$297 Million0.06% of portfolio
-
Main Management ETF Advisors, LLC San Francisco, CA2.88MShares$252 Million13.98% of portfolio