Wealthsource Partners, LLC Ishares S&P Midcap 400 Value E Transaction History
Wealthsource Partners, LLC
- $1.52 Billion
- Q4 2023
A detailed history of Wealthsource Partners, LLC transactions in Ishares S&P Midcap 400 Value E stock. As of the latest transaction made, Wealthsource Partners, LLC holds 2,847 shares of IJJ stock, worth $344,543. This represents 0.02% of its overall portfolio holdings.
Number of Shares
2,847
Previous 2,847
-0.0%
Holding current value
$344,543
Previous $287,000
12.89%
% of portfolio
0.02%
Previous 0.02%
Shares
19 transactions
Others Institutions Holding IJJ
# of Institutions
770Shares Held
41.1MCall Options Held
4.1KPut Options Held
0-
Morgan Stanley New York, NY4.05MShares$490 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA3.79MShares$459 Million0.11% of portfolio
-
Bank Of America Corp Charlotte, NC2.47MShares$299 Million0.03% of portfolio
-
Ubs Group Ag1.94MShares$235 Million0.06% of portfolio
-
Envestnet Asset Management Inc1.72MShares$208 Million0.08% of portfolio