Venturi Wealth Management, LLC Ishares S&P Midcap 400 Growth Transaction History
Venturi Wealth Management, LLC
- $1.88 Billion
- Q4 2024
A detailed history of Venturi Wealth Management, LLC transactions in Ishares S&P Midcap 400 Growth stock. As of the latest transaction made, Venturi Wealth Management, LLC holds 1,157 shares of IJK stock, worth $109,105. This represents 0.01% of its overall portfolio holdings.
Number of Shares
1,157
Previous 1,157
-0.0%
Holding current value
$109,105
Previous $106,000
0.94%
% of portfolio
0.01%
Previous 0.01%
Shares
4 transactions
Others Institutions Holding IJK
# of Institutions
942Shares Held
70.6MCall Options Held
5.1KPut Options Held
0-
Morgan Stanley New York, NY6.78MShares$639 Million0.05% of portfolio
-
Wells Fargo & Company San Francisco, CA6.76MShares$637 Million0.14% of portfolio
-
Bank Of America Corp Charlotte, NC3.71MShares$350 Million0.03% of portfolio
-
Main Management ETF Advisors, LLC San Francisco, CA3.03MShares$285 Million13.19% of portfolio
-
Ubs Group Ag2.22MShares$210 Million0.05% of portfolio