Whalen Wealth Management Inc. Ishares S&P Midcap 400 Value E Transaction History
Whalen Wealth Management Inc.
- $150 Billion
- Q1 2025
A detailed history of Whalen Wealth Management Inc. transactions in Ishares S&P Midcap 400 Value E stock. As of the latest transaction made, Whalen Wealth Management Inc. holds 56,574 shares of IJJ stock, worth $6.71 Million. This represents 4.52% of its overall portfolio holdings.
Number of Shares
56,574Holding current value
$6.71 Million% of portfolio
4.52%Shares
1 transactions
Others Institutions Holding IJJ
# of Institutions
902Shares Held
43.3MCall Options Held
100Put Options Held
0-
Morgan Stanley New York, NY4.14MShares$491 Million0.04% of portfolio
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Wells Fargo & Company San Francisco, CA3.72MShares$441 Million0.1% of portfolio
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Bank Of America Corp Charlotte, NC2.37MShares$281 Million0.02% of portfolio
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Ubs Group Ag2.09MShares$248 Million0.05% of portfolio
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Envestnet Asset Management Inc1.98MShares$235 Million0.08% of portfolio