Aegis Wealth Management LLC Ishares S&P Smallcap 600 Value Transaction History
Aegis Wealth Management LLC
- $148 Billion
- Q4 2024
A detailed history of Aegis Wealth Management LLC transactions in Ishares S&P Smallcap 600 Value stock. As of the latest transaction made, Aegis Wealth Management LLC holds 2,925 shares of IJS stock, worth $296,858. This represents 0.21% of its overall portfolio holdings.
Number of Shares
2,925Holding current value
$296,858% of portfolio
0.21%Shares
1 transactions
Others Institutions Holding IJS
# of Institutions
907Shares Held
45.2MCall Options Held
23.2KPut Options Held
7.5K-
Morgan Stanley New York, NY3.54MShares$360 Million0.03% of portfolio
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Bank Of America Corp Charlotte, NC3.5MShares$355 Million0.03% of portfolio
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Castlekeep Investment Advisors LLC Westport, CT2.85MShares$290 Million0.55% of portfolio
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Regions Financial Corp1.5MShares$152 Million1.21% of portfolio
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Wells Fargo & Company San Francisco, CA1.39MShares$141 Million0.03% of portfolio