Clientfirst Wealth Management, LLC Ishares S&P Midcap 400 Value E Transaction History
Clientfirst Wealth Management, LLC
- $122 Million
- Q3 2025
A detailed history of Clientfirst Wealth Management, LLC transactions in Ishares S&P Midcap 400 Value E stock. As of the latest transaction made, Clientfirst Wealth Management, LLC holds 2,258 shares of IJJ stock, worth $287,917. This represents 0.24% of its overall portfolio holdings.
Number of Shares
2,258
Previous 2,258
-0.0%
Holding current value
$287,917
Previous $279,000
4.66%
% of portfolio
0.24%
Previous 0.29%
Shares
1 transactions
Others Institutions Holding IJJ
# of Institutions
918Shares 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