Balance Wealth, LLC Ishares Core S&P Mid Cap ETF Transaction History
Balance Wealth, LLC
- $405 Billion
- Q3 2025
A detailed history of Balance Wealth, LLC transactions in Ishares Core S&P Mid Cap ETF stock. As of the latest transaction made, Balance Wealth, LLC holds 4,298 shares of IJH stock, worth $275,931. This represents 0.07% of its overall portfolio holdings.
Number of Shares
4,298
Previous 3,680
16.79%
Holding current value
$275,931
Previous $228 Million
22.89%
% of portfolio
0.07%
Previous 0.13%
Shares
2 transactions
Others Institutions Holding IJH
# of Institutions
2,769Shares Held
1.17BCall Options Held
569KPut Options Held
75.3K-
Northwestern Mutual Wealth Management CO123MShares$7.87 Billion5.43% of portfolio
-
Bank Of America Corp Charlotte, NC67.9MShares$4.36 Billion0.31% of portfolio
-
Wells Fargo & Company San Francisco, CA52.5MShares$3.37 Billion0.68% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL38.7MShares$2.48 Billion0.84% of portfolio
-
Morgan Stanley New York, NY37MShares$2.38 Billion0.15% of portfolio