Stone Crest Wealth Management, Inc. Ishares S&P Midcap 400 Value E Transaction History

Stone Crest Wealth Management, Inc.

$153 Billion
Q4 2024

A detailed history of Stone Crest Wealth Management, Inc. transactions in Ishares S&P Midcap 400 Value E stock. As of the latest transaction made, Stone Crest Wealth Management, Inc. holds 6,924 shares of IJJ stock, worth $894,234. This represents 0.56% of its overall portfolio holdings.

Number of Shares

6,924

Previous 7,059 1.91%

Holding current value

$894,234

Previous $873 Million 0.85%

% of portfolio

0.56%

Previous 0.63%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	SELL	$121.89 - $135.52 $16,455 - $18,295	-135 Reduced 1.91%	6,924 $865 Million
Q3 2024 Oct 08, 2024	SELL	$111.9 - $124.28 $78,777 - $87,493	-704 Reduced 9.07%	7,059 $873 Million
Q2 2024 Jul 15, 2024	SELL	$109.44 - $118.4 $749,226 - $810,566	-6,846 Reduced 46.86%	7,763 $881 Million
Q1 2024 Apr 22, 2024	SELL	$109.27 - $118.29 $5,135 - $5,559	-47 Reduced 0.32%	14,609 $1.73 Billion
Q4 2023 Jan 22, 2024	BUY	$93.05 - $115.17 $1.36 Million - $1.69 Million	14,656 New	14,656 $1.67 Billion

Others Institutions Holding IJJ

# of Institutions

820

Shares Held

40.7M

Call Options Held

8.9K

Put Options Held

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About ISHARES S&P MIDCAP 400 VALUE E

Ticker IJJ
Sector ETFs
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Stone Crest Wealth Management, Inc. Ishares S&P Midcap 400 Value E Transaction History