Oakwell Private Wealth Management, LLC Ishares S&P Midcap 400 Growth Transaction History
Oakwell Private Wealth Management, LLC
- $357 Million
- Q4 2024
A detailed history of Oakwell Private Wealth Management, LLC transactions in Ishares S&P Midcap 400 Growth stock. As of the latest transaction made, Oakwell Private Wealth Management, LLC holds 4,361 shares of IJK stock, worth $404,482. This represents 0.11% of its overall portfolio holdings.
Number of Shares
4,361
Previous 4,361
-0.0%
Holding current value
$404,482
Previous $400,000
1.0%
% of portfolio
0.11%
Previous 0.12%
Shares
5 transactions
Others Institutions Holding IJK
# of Institutions
960Shares Held
72.8MCall Options Held
5.1KPut Options Held
0-
Morgan Stanley New York, NY6.78MShares$629 Million0.05% of portfolio
-
Wells Fargo & Company San Francisco, CA6.76MShares$627 Million0.14% of portfolio
-
Bank Of America Corp Charlotte, NC3.71MShares$344 Million0.03% of portfolio
-
Main Management ETF Advisors, LLC San Francisco, CA3.03MShares$281 Million13.19% of portfolio
-
Ubs Group Ag2.22MShares$206 Million0.05% of portfolio