Naples Global Advisors, LLC Ishares S&P Midcap 400 Value E Transaction History
Naples Global Advisors, LLC
- $1.04 Billion
- Q4 2024
A detailed history of Naples Global Advisors, LLC transactions in Ishares S&P Midcap 400 Value E stock. As of the latest transaction made, Naples Global Advisors, LLC holds 4,216 shares of IJJ stock, worth $506,425. This represents 0.05% of its overall portfolio holdings.
Number of Shares
4,216
Previous 4,215
0.02%
Holding current value
$506,425
Previous $521,000
0.96%
% of portfolio
0.05%
Previous 0.05%
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$488 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA3.58MShares$430 Million0.1% of portfolio
-
Bank Of America Corp Charlotte, NC2.34MShares$281 Million0.03% of portfolio
-
Ubs Group Ag2.15MShares$259 Million0.05% of portfolio
-
Envestnet Asset Management Inc1.86MShares$224 Million0.08% of portfolio