Intergy Private Wealth, LLC Ishares S&P Midcap 400 Growth Transaction History
Intergy Private Wealth, LLC
- $260 Million
- Q3 2024
A detailed history of Intergy Private Wealth, LLC transactions in Ishares S&P Midcap 400 Growth stock. As of the latest transaction made, Intergy Private Wealth, LLC holds 2,356 shares of IJK stock, worth $216,186. This represents 0.08% of its overall portfolio holdings.
Number of Shares
2,356
Previous 2,356
-0.0%
Holding current value
$216,186
Previous $207,000
4.35%
% of portfolio
0.08%
Previous 0.09%
Shares
2 transactions
Others Institutions Holding IJK
# of Institutions
936Shares Held
73.6MCall Options Held
5.1KPut Options Held
0-
Morgan Stanley New York, NY6.78MShares$622 Million0.05% of portfolio
-
Wells Fargo & Company San Francisco, CA6.76MShares$620 Million0.14% of portfolio
-
Bank Of America Corp Charlotte, NC3.71MShares$340 Million0.03% of portfolio
-
Main Management ETF Advisors, LLC San Francisco, CA3.03MShares$278 Million13.19% of portfolio
-
Ubs Group Ag2.22MShares$204 Million0.05% of portfolio