Vertex Planning Partners, LLC Ishares S&P Midcap 400 Growth Transaction History
Vertex Planning Partners, LLC
- $385 Billion
- Q2 2024
A detailed history of Vertex Planning Partners, LLC transactions in Ishares S&P Midcap 400 Growth stock. As of the latest transaction made, Vertex Planning Partners, LLC holds 4,272 shares of IJK stock, worth $390,418. This represents 0.1% of its overall portfolio holdings.
Number of Shares
4,272
Previous 4,272
-0.0%
Holding current value
$390,418
Previous $390 Million
3.44%
% of portfolio
0.1%
Previous 0.11%
Shares
1 transactions
Others Institutions Holding IJK
# of Institutions
907Shares Held
74MCall Options Held
2.7KPut Options Held
0-
Wells Fargo & Company San Francisco, CA7.07MShares$646 Million0.15% of portfolio
-
Morgan Stanley New York, NY6.74MShares$616 Million0.05% of portfolio
-
Goldman Sachs Group Inc New York, NY3.44MShares$314 Million0.05% of portfolio
-
Bank Of America Corp Charlotte, NC3.35MShares$307 Million0.03% of portfolio
-
Main Management ETF Advisors, LLC San Francisco, CA2.95MShares$270 Million12.99% of portfolio