Precedent Wealth Partners, LLC Ishares Core S&P Mid Cap ETF Transaction History
Precedent Wealth Partners, LLC
- $360 Billion
- Q1 2025
A detailed history of Precedent Wealth Partners, LLC transactions in Ishares Core S&P Mid Cap ETF stock. As of the latest transaction made, Precedent Wealth Partners, LLC holds 146,764 shares of IJH stock, worth $8.06 Million. This represents 2.38% of its overall portfolio holdings.
Number of Shares
146,764
Previous 172,728
15.03%
Holding current value
$8.06 Million
Previous $10.8 Billion
20.43%
% of portfolio
2.38%
Previous 3.51%
Shares
6 transactions
Others Institutions Holding IJH
# of Institutions
2,653Shares Held
1.15BCall Options Held
773KPut Options Held
70.2K-
Northwestern Mutual Wealth Management CO111MShares$6.08 Billion5.85% of portfolio
-
Bank Of America Corp Charlotte, NC67.8MShares$3.72 Billion0.36% of portfolio
-
Wells Fargo & Company San Francisco, CA51.2MShares$2.82 Billion0.74% of portfolio
-
Lpl Financial LLC Fort Mill, SC42.6MShares$2.34 Billion1.12% of portfolio
-
Jpmorgan Chase & CO New York, NY39MShares$2.14 Billion0.2% of portfolio