Whitaker Myers Wealth Managers, Ltd. Ishares S&P Midcap 400 Value E Transaction History
Whitaker Myers Wealth Managers, Ltd.
- $271 Billion
- Q2 2024
A detailed history of Whitaker Myers Wealth Managers, Ltd. transactions in Ishares S&P Midcap 400 Value E stock. As of the latest transaction made, Whitaker Myers Wealth Managers, Ltd. holds 12,828 shares of IJJ stock, worth $1.58 Million. This represents 0.54% of its overall portfolio holdings.
Number of Shares
12,828
Previous 15,652
18.04%
Holding current value
$1.58 Million
Previous $1.85 Billion
21.39%
% of portfolio
0.54%
Previous 0.78%
Shares
7 transactions
Others Institutions Holding IJJ
# of Institutions
786Shares Held
42.2MCall Options Held
100Put Options Held
0-
Morgan Stanley New York, NY4.01MShares$494 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA3.67MShares$453 Million0.1% of portfolio
-
Bank Of America Corp Charlotte, NC2.42MShares$298 Million0.02% of portfolio
-
Ubs Group Ag1.91MShares$235 Million0.05% of portfolio
-
Envestnet Asset Management Inc1.75MShares$216 Million0.07% of portfolio