Independence Financial Advisors, LLC Ishares S&P Midcap 400 Growth Transaction History
Independence Financial Advisors, LLC
- $328 Billion
- Q3 2025
A detailed history of Independence Financial Advisors, LLC transactions in Ishares S&P Midcap 400 Growth stock. As of the latest transaction made, Independence Financial Advisors, LLC holds 63,635 shares of IJK stock, worth $6.01 Million. This represents 1.86% of its overall portfolio holdings.
Number of Shares
63,635
Previous 60,359
5.43%
Holding current value
$6.01 Million
Previous $5.49 Billion
11.12%
% of portfolio
1.86%
Previous 2.14%
Shares
2 transactions
Others Institutions Holding IJK
# of Institutions
997Shares Held
64.4MCall Options Held
6.5KPut Options Held
0-
Morgan Stanley New York, NY7.17MShares$677 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA6.06MShares$572 Million0.11% of portfolio
-
Bank Of America Corp Charlotte, NC3.58MShares$338 Million0.02% of portfolio
-
Goldman Sachs Group Inc New York, NY2.19MShares$207 Million0.03% of portfolio
-
Ubs Group Ag2.15MShares$203 Million0.03% of portfolio