Partners Wealth Management, LLC Ishares S&P Midcap 400 Value E Transaction History
Partners Wealth Management, LLC
- $101 Billion
- Q3 2025
A detailed history of Partners Wealth Management, LLC transactions in Ishares S&P Midcap 400 Value E stock. As of the latest transaction made, Partners Wealth Management, LLC holds 4,294 shares of IJJ stock, worth $547,527. This represents 0.55% of its overall portfolio holdings.
Number of Shares
4,294
Previous 4,205
2.12%
Holding current value
$547,527
Previous $505 Million
10.34%
% of portfolio
0.55%
Previous 0.57%
Shares
2 transactions
Others Institutions Holding IJJ
# of Institutions
918Shares Held
41.8MCall Options Held
4.8KPut Options Held
2.7K-
Morgan Stanley New York, NY4.03MShares$514 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA3.64MShares$464 Million0.09% of portfolio
-
Bank Of America Corp Charlotte, NC2.37MShares$302 Million0.02% of portfolio
-
Ubs Group Ag2.15MShares$275 Million0.05% of portfolio
-
Envestnet Asset Management Inc1.97MShares$251 Million0.08% of portfolio