National Wealth Management Group, LLC Ishares S&P Midcap 400 Value E Transaction History
National Wealth Management Group, LLC
- $131 Billion
- Q2 2024
A detailed history of National Wealth Management Group, LLC transactions in Ishares S&P Midcap 400 Value E stock. As of the latest transaction made, National Wealth Management Group, LLC holds 9,050 shares of IJJ stock, worth $1.13 Million. This represents 0.78% of its overall portfolio holdings.
Number of Shares
9,050
Previous 7,013
29.05%
Holding current value
$1.13 Million
Previous $830 Million
23.78%
% of portfolio
0.78%
Previous 0.65%
Shares
4 transactions
Others Institutions Holding IJJ
# of Institutions
799Shares Held
42MCall Options Held
100Put Options Held
0-
Morgan Stanley New York, NY4.01MShares$501 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA3.67MShares$460 Million0.1% of portfolio
-
Bank Of America Corp Charlotte, NC2.42MShares$302 Million0.02% of portfolio
-
Ubs Group Ag1.91MShares$239 Million0.05% of portfolio
-
Envestnet Asset Management Inc1.75MShares$219 Million0.07% of portfolio