Independent Solutions Wealth Management, LLC Ishares S&P Midcap 400 Value E Transaction History

Independent Solutions Wealth Management, LLC

$563 Billion
Q3 2025

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Apr 23, 2025	BUY	$117.4 - $131.02 $1.29 Million - $1.44 Million	10,994 New	10,994 $1.32 Billion

Others Institutions Holding IJJ

# of Institutions

919

Shares Held

41.6M

Call Options Held

4.8K

Put Options Held

2.7K

Morgan Stanley New York, NY

4.03M
Shares

$514 Million
0.03% of portfolio
Wells Fargo & Company San Francisco, CA

3.64M
Shares

$464 Million
0.09% of portfolio
Bank Of America Corp Charlotte, NC

2.37M
Shares

$302 Million
0.02% of portfolio
Ubs Group Ag

2.15M
Shares

$275 Million
0.05% of portfolio
Envestnet Asset Management Inc

1.97M
Shares

$251 Million
0.08% of portfolio

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