Vertex Planning Partners, LLC Ishares S&P Midcap 400 Growth Transaction History
Vertex Planning Partners, LLC
- $521 Billion
- Q3 2025
A detailed history of Vertex Planning Partners, LLC transactions in Ishares S&P Midcap 400 Growth stock. As of the latest transaction made, Vertex Planning Partners, LLC holds 4,272 shares of IJK stock, worth $403,447. This represents 0.08% of its overall portfolio holdings.
Number of Shares
4,272
Previous 4,272
-0.0%
Holding current value
$403,447
Previous $389 Million
5.4%
% of portfolio
0.08%
Previous 0.08%
Shares
1 transactions
Others Institutions Holding IJK
# of Institutions
997Shares Held
64.4MCall Options Held
6.5KPut Options Held
0-
Morgan Stanley New York, NY7.17MShares$677 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA6.06MShares$572 Million0.11% of portfolio
-
Bank Of America Corp Charlotte, NC3.58MShares$338 Million0.02% of portfolio
-
Goldman Sachs Group Inc New York, NY2.19MShares$207 Million0.03% of portfolio
-
Ubs Group Ag2.15MShares$203 Million0.03% of portfolio