Dougherty Wealth Advisers LLC Ishares Core S&P Mid Cap ETF Transaction History
Dougherty Wealth Advisers LLC
- $128 Million
- Q4 2024
A detailed history of Dougherty Wealth Advisers LLC transactions in Ishares Core S&P Mid Cap ETF stock. As of the latest transaction made, Dougherty Wealth Advisers LLC holds 500 shares of IJH stock, worth $31,000. This represents 0.02% of its overall portfolio holdings.
Number of Shares
500
Previous 500
-0.0%
Holding current value
$31,000
Previous $31,000
-0.0%
% of portfolio
0.02%
Previous 0.02%
Shares
4 transactions
Others Institutions Holding IJH
# of Institutions
2,640Shares Held
1.14BCall Options Held
773KPut Options Held
70.2K-
Northwestern Mutual Wealth Management CO111MShares$6.86 Billion5.85% of portfolio
-
Bank Of America Corp Charlotte, NC67.8MShares$4.2 Billion0.36% of portfolio
-
Wells Fargo & Company San Francisco, CA51.2MShares$3.18 Billion0.74% of portfolio
-
Lpl Financial LLC Fort Mill, SC42.6MShares$2.64 Billion1.12% of portfolio
-
Jpmorgan Chase & CO New York, NY39MShares$2.42 Billion0.2% of portfolio