Baron Silver Stevens Financial Advisors, LLC Ishares S&P Midcap 400 Value E Transaction History

Baron Silver Stevens Financial Advisors, LLC

$527 Million
Q2 2024

A detailed history of Baron Silver Stevens Financial Advisors, LLC transactions in Ishares S&P Midcap 400 Value E stock. As of the latest transaction made, Baron Silver Stevens Financial Advisors, LLC holds 2,374 shares of IJJ stock, worth $290,553. This represents 0.05% of its overall portfolio holdings.

Number of Shares

2,374

Previous 2,374 -0.0%

Holding current value

$290,553

Previous $280,000 3.93%

% of portfolio

0.05%

Previous 0.05%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 02, 2024	SELL	$109.27 - $118.29 $5,026 - $5,441	-46 Reduced 1.9%	2,374 $280,000
Q4 2022 Jan 30, 2023	BUY	$91.7 - $106.74 $221,914 - $258,310	2,420 New	2,420 $243,000
Q1 2022 May 03, 2022	SELL	$102.52 - $112.86 $10,252 - $11,286	-100 Reduced 3.97%	2,420 $265,000
Q3 2021 Nov 12, 2021	SELL	$99.84 - $108.44 $2,895 - $3,144	-29 Reduced 1.14%	2,520 $259,000
Q2 2021 Jul 27, 2021	BUY	$102.45 - $110.12 $261,145 - $280,695	2,549 New	2,549 $268,000
Q1 2021 Apr 27, 2021	SELL	$84.81 - $105.35 $216,180 - $268,537	-2,549 Closed	0 $0
Q4 2020 Mar 19, 2021	BUY	$68.27 - $86.35 $174,020 - $220,106	2,549 New	2,549 $219,000

Others Institutions Holding IJJ

# of Institutions

786

Shares Held

42.2M

Call Options Held

100

Put Options Held

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About ISHARES S&P MIDCAP 400 VALUE E

Ticker IJJ
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Baron Silver Stevens Financial Advisors, LLC Ishares S&P Midcap 400 Value E Transaction History