One Ascent Family Office, LLC Ishares Core S&P Mid Cap ETF Transaction History
One Ascent Family Office, LLC
- $97.4 Million
- Q3 2025
A detailed history of One Ascent Family Office, LLC transactions in Ishares Core S&P Mid Cap ETF stock. As of the latest transaction made, One Ascent Family Office, LLC holds 9,190 shares of IJH stock, worth $589,998. This represents 0.61% of its overall portfolio holdings.
Number of Shares
9,190
Previous 8,545
7.55%
Holding current value
$589,998
Previous $530,000
13.02%
% of portfolio
0.61%
Previous 0.5%
Shares
3 transactions
Others Institutions Holding IJH
# of Institutions
2,770Shares Held
1.17BCall Options Held
569KPut Options Held
75.3K-
Northwestern Mutual Wealth Management CO123MShares$7.87 Billion5.43% of portfolio
-
Bank Of America Corp Charlotte, NC67.9MShares$4.36 Billion0.31% of portfolio
-
Wells Fargo & Company San Francisco, CA52.5MShares$3.37 Billion0.68% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL38.7MShares$2.48 Billion0.84% of portfolio
-
Morgan Stanley New York, NY37MShares$2.38 Billion0.15% of portfolio