Lebenthal Asset Management »

iShares S&P MidCap 400 Value Index shares owned by Lebenthal Asset Management

Quarter-by-quarter ownership of iShares S&P MidCap 400 Value Index (IJJ) shares owned by Lebenthal Asset Management from 13F filings

Historical chart of Lebenthal Asset Management investment in iShares S&P MidCap 400 Value Index

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P MidCap 400 Value Index by Lebenthal Asset Management

Quarter filed Position value Share count Share price at filing
2017-03-31 $456k 3.1k 148.44
2016-12-31 $418k 2.9k 145.34
2016-09-30 $380k 2.9k 133.05
2016-06-30 $368k 2.9k 128.22

More positions owned by Lebenthal Asset Management

Apple (AAPL)
Exxon Mobil Corporation (XOM)
International Business Machines (IBM)
Nextera Energy (NEE)
Chevron Corporation (CVX)
General Electric Company
Johnson & Johnson (JNJ)
Wells Fargo & Company (WFC)
Berkshire Hathaway (BRK.A)
Intel Corporation (INTC)
Abbvie (ABBV)
Qualcomm (QCOM)
Home Depot (HD)
Bristol Myers Squibb (BMY)
Walgreen Boots Alliance (WBA)

View all positions for Lebenthal Asset Management

Top funds holding iShares S&P MidCap 400 Value Index

Wells Fargo & Company
FMR
Bank of America Corporation
UBS Group
Envestnet Asset Management
Pnc Financial Services
Ameriprise Financial
D.A. Davidson & Co.
Financial Engines Advisors L.L.C
Cullen Frost Bankers
Northern Trust
Raymond James & Associates
Evensky & Katz
LPL Financial
Northwestern Mutual Wealth Management Company

View all funds holding iShares S&P MidCap 400 Value Index