Evergreen Private Wealth LLC Ishares S&P Midcap 400 Value E Transaction History
Evergreen Private Wealth LLC
- $247 Billion
- Q3 2025
A detailed history of Evergreen Private Wealth LLC transactions in Ishares S&P Midcap 400 Value E stock. As of the latest transaction made, Evergreen Private Wealth LLC holds 631 shares of IJJ stock, worth $80,458. This represents 0.03% of its overall portfolio holdings.
Number of Shares
631
Previous 631
-0.0%
Holding current value
$80,458
Previous $78 Million
4.97%
% of portfolio
0.03%
Previous 0.03%
Shares
6 transactions
Others Institutions Holding IJJ
# of Institutions
920Shares Held
41.8MCall Options Held
4.8KPut Options Held
2.7K-
Morgan Stanley New York, NY4.03MShares$514 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA3.64MShares$464 Million0.09% of portfolio
-
Bank Of America Corp Charlotte, NC2.37MShares$302 Million0.02% of portfolio
-
Ubs Group Ag2.15MShares$275 Million0.05% of portfolio
-
Envestnet Asset Management Inc1.97MShares$251 Million0.08% of portfolio