Axis Wealth Partners, LLC Ishares S&P Midcap 400 Value E Transaction History

Axis Wealth Partners, LLC

  • $171 Billion
  • Q3 2025

A detailed history of Axis Wealth Partners, LLC transactions in Ishares S&P Midcap 400 Value E stock. As of the latest transaction made, Axis Wealth Partners, LLC holds 15,411 shares of IJJ stock, worth $1.99 Million. This represents 1.17% of its overall portfolio holdings.

Number of Shares
15,411
Previous 11,598 32.88%
Holding current value
$1.99 Million
Previous $1.43 Billion 39.48%
% of portfolio
1.17%
Previous 0.94%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 24, 2025
BUY
$122.57 - $132.57 $467,359 - $505,489
3,813 Added 32.88%
15,411 $2 Billion
Q2 2025

Jul 15, 2025
BUY
$103.88 - $123.68 $425,284 - $506,345
4,094 Added 54.56%
11,598 $1.43 Billion
Q1 2025

Apr 28, 2025
BUY
$117.4 - $131.02 $190,540 - $212,645
1,623 Added 27.6%
7,504 $898 Million
Q4 2024

Feb 07, 2025
BUY
$121.89 - $135.52 $716,835 - $796,993
5,881 New
5,881 $735 Million

Others Institutions Holding IJJ

# of Institutions
907
Shares Held
42.5M
Call Options Held
184K
Put Options Held
0
View Full List

About ISHARES S&P MIDCAP 400 VALUE E

IJJ Quotes by TradingView
  • Ticker IJJ
  • Sector ETFs
  • Industry ETFs
More about IJJ
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