Vertex Planning Partners, LLC Ishares Core S&P Mid Cap ETF Transaction History
Vertex Planning Partners, LLC
- $418 Billion
- Q3 2024
A detailed history of Vertex Planning Partners, LLC transactions in Ishares Core S&P Mid Cap ETF stock. As of the latest transaction made, Vertex Planning Partners, LLC holds 4,871 shares of IJH stock, worth $304,973. This represents 0.07% of its overall portfolio holdings.
Number of Shares
4,871
Previous 4,871
-0.0%
Holding current value
$304,973
Previous $285 Million
6.5%
% of portfolio
0.07%
Previous 0.07%
Shares
4 transactions
Others Institutions Holding IJH
# of Institutions
2,466Shares Held
1.05BCall Options Held
888KPut Options Held
55.6K-
Northwestern Mutual Wealth Management CO107MShares$6.7 Billion5.95% of portfolio
-
Bank Of America Corp Charlotte, NC65.1MShares$4.08 Billion0.34% of portfolio
-
Wells Fargo & Company San Francisco, CA47.7MShares$2.99 Billion0.69% of portfolio
-
Lpl Financial LLC Fort Mill, SC41.2MShares$2.58 Billion1.18% of portfolio
-
Jpmorgan Chase & CO New York, NY38.1MShares$2.38 Billion0.19% of portfolio