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 7,763 shares of IJJ stock, worth $950,113. This represents 0.67% of its overall portfolio holdings.

Number of Shares
7,763
Previous 14,609 46.86%
Holding current value
$950,113
Previous $1.73 Billion 49.03%
% of portfolio
0.67%
Previous 1.49%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About ISHARES S&P MIDCAP 400 VALUE E


  • Ticker IJJ
  • Sector ETFs
  • Industry ETFs
More about IJJ
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