Heritage Family Offices, LLP Ishares S&P Midcap 400 Value E Transaction History
Heritage Family Offices, LLP
- $200 Billion
- Q4 2024
A detailed history of Heritage Family Offices, LLP transactions in Ishares S&P Midcap 400 Value E stock. As of the latest transaction made, Heritage Family Offices, LLP holds 2,229 shares of IJJ stock, worth $261,684. This represents 0.14% of its overall portfolio holdings.
Number of Shares
2,229
Previous 2,218
0.5%
Holding current value
$261,684
Previous $274 Million
1.61%
% of portfolio
0.14%
Previous 0.14%
Shares
3 transactions
Others Institutions Holding IJJ
# of Institutions
889Shares Held
43MCall Options Held
1.8KPut Options Held
0-
Morgan Stanley New York, NY4.06MShares$477 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA3.58MShares$420 Million0.1% of portfolio
-
Bank Of America Corp Charlotte, NC2.34MShares$275 Million0.03% of portfolio
-
Ubs Group Ag2.15MShares$253 Million0.05% of portfolio
-
Envestnet Asset Management Inc1.86MShares$219 Million0.08% of portfolio