Wealth Preservation Advisors, LLC Ishares S&P Midcap 400 Value E Transaction History
Wealth Preservation Advisors, LLC
- $172 Billion
- Q3 2025
A detailed history of Wealth Preservation Advisors, LLC transactions in Ishares S&P Midcap 400 Value E stock. As of the latest transaction made, Wealth Preservation Advisors, LLC holds 2,479 shares of IJJ stock, worth $316,097. This represents 0.19% of its overall portfolio holdings.
Number of Shares
2,479
Previous 2,479
-0.0%
Holding current value
$316,097
Previous $306 Million
4.97%
% of portfolio
0.19%
Previous 0.19%
Shares
2 transactions
Others Institutions Holding IJJ
# of Institutions
919Shares Held
41.9MCall Options Held
4.8KPut Options Held
2.7K-
Morgan Stanley New York, NY4.03MShares$514 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA3.64MShares$464 Million0.09% of portfolio
-
Bank Of America Corp Charlotte, NC2.37MShares$302 Million0.02% of portfolio
-
Ubs Group Ag2.15MShares$275 Million0.05% of portfolio
-
Envestnet Asset Management Inc1.97MShares$251 Million0.08% of portfolio