Finley Financial, LLC Ishares S&P Midcap 400 Value E Transaction History

Finley Financial, LLC

$192 Billion
Q4 2024

A detailed history of Finley Financial, LLC transactions in Ishares S&P Midcap 400 Value E stock. As of the latest transaction made, Finley Financial, LLC holds 7,760 shares of IJJ stock, worth $990,719. This represents 0.52% of its overall portfolio holdings.

Number of Shares

7,760

Holding current value

$990,719

% of portfolio

0.52%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 17, 2025	BUY	$121.89 - $135.52 $945,866 - $1.05 Million	7,760 New	7,760 $992 Million

Others Institutions Holding IJJ

# of Institutions

851

Shares Held

42M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

4.03M
Shares

$514 Million
0.04% of portfolio
Wells Fargo & Company San Francisco, CA

3.53M
Shares

$450 Million
0.1% of portfolio
Bank Of America Corp Charlotte, NC

2.31M
Shares

$295 Million
0.02% of portfolio
Ubs Group Ag

1.93M
Shares

$246 Million
0.05% of portfolio
Envestnet Asset Management Inc

1.8M
Shares

$229 Million
0.07% of portfolio

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About ISHARES S&P MIDCAP 400 VALUE E

Ticker IJJ
Sector ETFs
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Finley Financial, LLC Ishares S&P Midcap 400 Value E Transaction History