Wealth Preservation Advisors, LLC Ishares S&P Midcap 400 Growth Transaction History
Wealth Preservation Advisors, LLC
- $172 Billion
- Q3 2025
A detailed history of Wealth Preservation Advisors, LLC transactions in Ishares S&P Midcap 400 Growth stock. As of the latest transaction made, Wealth Preservation Advisors, LLC holds 2,131 shares of IJK stock, worth $201,251. This represents 0.12% of its overall portfolio holdings.
Number of Shares
2,131
Previous 2,131
-0.0%
Holding current value
$201,251
Previous $194 Million
5.4%
% of portfolio
0.12%
Previous 0.12%
Shares
1 transactions
Others Institutions Holding IJK
# of Institutions
996Shares Held
64.5MCall Options Held
6.5KPut Options Held
0-
Morgan Stanley New York, NY7.17MShares$677 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA6.06MShares$572 Million0.11% of portfolio
-
Bank Of America Corp Charlotte, NC3.58MShares$338 Million0.02% of portfolio
-
Goldman Sachs Group Inc New York, NY2.19MShares$207 Million0.03% of portfolio
-
Ubs Group Ag2.15MShares$203 Million0.03% of portfolio