Adviser Investments LLC Ishares S&P Midcap 400 Value E Transaction History

Adviser Investments LLC

  • $7.95 Billion
  • Q3 2024

A detailed history of Adviser Investments LLC transactions in Ishares S&P Midcap 400 Value E stock. As of the latest transaction made, Adviser Investments LLC holds 2,142 shares of IJJ stock, worth $285,657. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,142
Previous 2,080 2.98%
Holding current value
$285,657
Previous $235,000 12.34%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 08, 2024
BUY
$111.9 - $124.28 $6,937 - $7,705
62 Added 2.98%
2,142 $264,000
Q1 2024

Apr 29, 2024
SELL
$109.27 - $118.29 $4,807 - $5,204
-44 Reduced 2.07%
2,080 $246,000
Q4 2023

Feb 01, 2024
SELL
$93.05 - $115.17 $19,447 - $24,070
-209 Reduced 8.96%
2,124 $242,000
Q2 2023

Aug 04, 2023
BUY
$97.74 - $107.13 $228,027 - $249,934
2,333 New
2,333 $249,000
Q3 2018

Nov 14, 2018
SELL
N/A
-1,097 Closed
0 $0
Q2 2018

Aug 02, 2018
BUY
N/A
247 Added 29.06%
1,097 $178,000
Q1 2018

May 14, 2018
BUY
N/A
850 New
850 $131,000

Others Institutions Holding IJJ

# of Institutions
813
Shares Held
40.8M
Call Options Held
8.9K
Put Options Held
2K
View Full List

About ISHARES S&P MIDCAP 400 VALUE E

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