Shepherd Financial Partners LLC Ishares S&P Midcap 400 Value E Transaction History
Shepherd Financial Partners LLC
- $831 Million
- Q1 2025
Shares
2 transactions
Others Institutions Holding IJJ
# of Institutions
894Shares Held
43MCall Options Held
1.8KPut Options Held
0-
Morgan Stanley New York, NY4.06MShares$451 Million0.04% of portfolio
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Wells Fargo & Company San Francisco, CA3.58MShares$397 Million0.1% of portfolio
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Bank Of America Corp Charlotte, NC2.34MShares$260 Million0.03% of portfolio
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Ubs Group Ag2.15MShares$239 Million0.05% of portfolio
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Envestnet Asset Management Inc1.86MShares$207 Million0.08% of portfolio