Wells Financial Advisors Inc Ishares Core S&P Mid Cap ETF Transaction History
Wells Financial Advisors Inc
- $73.1 Million
- Q3 2024
A detailed history of Wells Financial Advisors Inc transactions in Ishares Core S&P Mid Cap ETF stock. As of the latest transaction made, Wells Financial Advisors Inc holds 14,640 shares of IJH stock, worth $946,476. This represents 1.25% of its overall portfolio holdings.
Number of Shares
14,640
Previous 14,640
-0.0%
Holding current value
$946,476
Previous $856,000
6.54%
% of portfolio
1.25%
Previous 0.58%
Shares
11 transactions
Others Institutions Holding IJH
# of Institutions
2,522Shares Held
1.06BCall Options Held
888KPut Options Held
55.6K-
Northwestern Mutual Wealth Management CO107MShares$6.92 Billion5.95% of portfolio
-
Bank Of America Corp Charlotte, NC65.1MShares$4.21 Billion0.34% of portfolio
-
Wells Fargo & Company San Francisco, CA47.7MShares$3.09 Billion0.69% of portfolio
-
Lpl Financial LLC Fort Mill, SC41.2MShares$2.66 Billion1.18% of portfolio
-
Jpmorgan Chase & CO New York, NY38.1MShares$2.46 Billion0.19% of portfolio