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iShares S&P MidCap 400 Index shares owned by Lebenthal Global Advisors

Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Lebenthal Global Advisors from 13F filings

Historical chart of Lebenthal Global Advisors investment in iShares S&P MidCap 400 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P MidCap 400 Index held by Lebenthal Global Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P MidCap 400 Index by Lebenthal Global Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $8.0M 128k 62.31
2024-09-30 $5.9M 95k 62.32
2024-06-30 $2.7M 47k 58.52
2024-03-31 $2.9M 48k 60.74
2023-12-31 $2.7M 9.7k 277.15
2020-12-31 $8.0k 36 222.22

More positions owned by Lebenthal Global Advisors

J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Ishares Tr Conv Bd Etf (ICVT)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Ishares Tr Core S&p Scp Etf (IJR)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Grwt Allocat Etf (AOR)
Ishares Tr National Mun Etf (MUB)
Select Sector Spdr Tr Energy (XLE)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)
Apple (AAPL)
Spdr Ser Tr Russell Yield (ONEY)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)

View all positions for Lebenthal Global Advisors

Top funds holding iShares S&P MidCap 400 Index

Northwestern Mutual Wealth Management Company
Bank of America Corporation
Bank of New York Mellon
Wells Fargo & Company
FMR
LPL Financial
Jpmorgan Chase & Co
Raymond James & Associates
Envestnet Asset Management
UBS Group
BlackRock
Royal Bank of Canada
Northern Trust
Pnc Financial Services
Mariner Wealth Advisors

View all funds holding iShares S&P MidCap 400 Index