Clientfirst Wealth Management, LLC Ishares S&P Midcap 400 Value E Transaction History
Clientfirst Wealth Management, LLC
- $98.1 Million
- Q4 2024
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 $283,898. This represents 0.29% of its overall portfolio holdings.
Number of Shares
2,258
Previous 2,258
-0.0%
Holding current value
$283,898
Previous $227,000
24.23%
% of portfolio
0.29%
Previous 0.27%
Shares
1 transactions
Others Institutions Holding IJJ
# of Institutions
888Shares Held
43MCall Options Held
1.8KPut Options Held
0-
Morgan Stanley New York, NY4.06MShares$511 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA3.58MShares$450 Million0.1% of portfolio
-
Bank Of America Corp Charlotte, NC2.34MShares$295 Million0.03% of portfolio
-
Ubs Group Ag2.15MShares$271 Million0.05% of portfolio
-
Envestnet Asset Management Inc1.86MShares$234 Million0.08% of portfolio