Peterson Wealth Advisors, LLC Ishares S&P Midcap 400 Growth Transaction History
Peterson Wealth Advisors, LLC
- $480 Million
- Q3 2024
A detailed history of Peterson Wealth Advisors, LLC transactions in Ishares S&P Midcap 400 Growth stock. As of the latest transaction made, Peterson Wealth Advisors, LLC holds 7,754 shares of IJK stock, worth $716,159. This represents 0.15% of its overall portfolio holdings.
Number of Shares
7,754
Previous 7,407
4.68%
Holding current value
$716,159
Previous $652,000
9.2%
% of portfolio
0.15%
Previous 0.15%
Shares
28 transactions
Others Institutions Holding IJK
# of Institutions
936Shares Held
73.6MCall Options Held
5.1KPut Options Held
0-
Morgan Stanley New York, NY6.78MShares$626 Million0.05% of portfolio
-
Wells Fargo & Company San Francisco, CA6.76MShares$624 Million0.14% of portfolio
-
Bank Of America Corp Charlotte, NC3.71MShares$342 Million0.03% of portfolio
-
Main Management ETF Advisors, LLC San Francisco, CA3.03MShares$279 Million13.19% of portfolio
-
Ubs Group Ag2.22MShares$205 Million0.05% of portfolio