Wealth Advisory Solutions, LLC Ishares S&P Midcap 400 Value E Transaction History
Wealth Advisory Solutions, LLC
- $363 Million
- Q3 2024
A detailed history of Wealth Advisory Solutions, LLC transactions in Ishares S&P Midcap 400 Value E stock. As of the latest transaction made, Wealth Advisory Solutions, LLC holds 162,686 shares of IJJ stock, worth $20.5 Million. This represents 5.54% of its overall portfolio holdings.
Number of Shares
162,686
Previous 164,149
0.89%
Holding current value
$20.5 Million
Previous $18.6 Million
7.98%
% of portfolio
5.54%
Previous 5.05%
Shares
15 transactions
Others Institutions Holding IJJ
# of Institutions
813Shares Held
40.8MCall Options Held
8.9KPut Options Held
2K-
Morgan Stanley New York, NY4.03MShares$506 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA3.53MShares$443 Million0.1% of portfolio
-
Bank Of America Corp Charlotte, NC2.31MShares$290 Million0.02% of portfolio
-
Ubs Group Ag1.93MShares$242 Million0.05% of portfolio
-
Envestnet Asset Management Inc1.8MShares$226 Million0.07% of portfolio