Bergan Kdv Wealth Management, LLC Ishares S&P Midcap 400 Value E Transaction History

Bergan Kdv Wealth Management, LLC

$999 Million
Q2 2023

A detailed history of Bergan Kdv Wealth Management, LLC transactions in Ishares S&P Midcap 400 Value E stock. As of the latest transaction made, Bergan Kdv Wealth Management, LLC holds 277 shares of IJJ stock, worth $34,156. This represents 0.0% of its overall portfolio holdings.

Number of Shares

277

Previous 277 -0.0%

Holding current value

$34,156

Previous $28,000 3.57%

% of portfolio

0.0%

Previous 0.0%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2022 May 09, 2022	SELL	$102.52 - $112.86 $29,013 - $31,939	-283 Reduced 50.54%	277 $30,000
Q4 2021 Jan 28, 2022	BUY	$103.36 - $113.35 $29,250 - $32,078	283 Added 102.17%	560 $62,000
Q2 2021 Aug 10, 2021	SELL	$102.45 - $110.12 $20,490 - $22,024	-200 Reduced 41.93%	277 $29,000
Q4 2020 Feb 04, 2021	BUY	$68.27 - $86.35 $16,248 - $20,551	238 Added 99.58%	477 $41,000
Q3 2020 Nov 05, 2020	SELL	$63.93 - $72.86 $9,141 - $10,418	-143 Reduced 37.43%	239 $32,000
Q2 2020 Aug 13, 2020	BUY	$50.55 - $75.5 $14,811 - $22,121	293 Added 329.21%	382 $51,000
Q3 2018 Nov 09, 2018	BUY	N/A	1 Added 1.14%	89 $15,000
Q2 2018 Jul 23, 2018	BUY	N/A	88 New	88 $14,000

Others Institutions Holding IJJ

# of Institutions

788

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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Bergan Kdv Wealth Management, LLC Ishares S&P Midcap 400 Value E Transaction History