A detailed history of Callan Family Office, LLC transactions in Ishares S&P Midcap 400 Value E stock. As of the latest transaction made, Callan Family Office, LLC holds 3,886 shares of IJJ stock, worth $499,351. This represents 0.08% of its overall portfolio holdings.

Number of Shares
3,886
Previous 3,036 28.0%
Holding current value
$499,351
Previous $344 Million 39.46%
% of portfolio
0.08%
Previous 0.07%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 07, 2024

BUY
$111.9 - $124.28 $95,115 - $105,638
850 Added 28.0%
3,886 $480 Million
Q2 2024

Jul 25, 2024

SELL
$109.44 - $118.4 $23,529 - $25,456
-215 Reduced 6.61%
3,036 $344 Million
Q1 2024

May 08, 2024

SELL
$109.27 - $118.29 $14,860 - $16,087
-136 Reduced 4.02%
3,251 $385 Million
Q3 2023

Nov 14, 2023

SELL
$99.46 - $111.92 $47,243 - $53,162
-475 Reduced 12.3%
3,387 $342 Million
Q4 2022

Feb 23, 2023

BUY
$91.7 - $106.74 $354,145 - $412,229
3,862 New
3,862 $389 Million

Others Institutions Holding IJJ

About ISHARES S&P MIDCAP 400 VALUE E


  • Ticker IJJ
  • Sector ETFs
  • Industry ETFs
More about IJJ
Track This Portfolio

Track Callan Family Office, LLC Portfolio

Follow Callan Family Office, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Callan Family Office, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Callan Family Office, LLC with notifications on news.