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

Bogart Wealth, LLC

  • $2.1 Billion
  • Q4 2024

A detailed history of Bogart Wealth, LLC transactions in Ishares S&P Midcap 400 Value E stock. As of the latest transaction made, Bogart Wealth, LLC holds 1,193 shares of IJJ stock, worth $150,974. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,193
Previous 1,193 -0.0%
Holding current value
$150,974
Previous $147,000 1.36%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Oct 22, 2024
BUY
$111.9 - $124.28 $3,133 - $3,479
28 Added 2.4%
1,193 $147,000
Q2 2024

Jul 31, 2024
SELL
$109.44 - $118.4 $3,064 - $3,315
-28 Reduced 2.35%
1,165 $132,000
Q1 2024

Apr 25, 2024
BUY
$109.27 - $118.29 $3,059 - $3,312
28 Added 2.4%
1,193 $141,000
Q1 2023

Apr 21, 2023
BUY
$97.23 - $116.09 $99,563 - $118,876
1,024 Added 726.24%
1,165 $119,000
Q4 2022

Feb 06, 2023
SELL
$91.7 - $106.74 $4,401 - $5,123
-48 Reduced 25.4%
141 $14,000
Q3 2022

Nov 03, 2022
BUY
$90.0 - $107.68 $4,320 - $5,168
48 Added 34.04%
189 $17,000
Q2 2022

Jul 22, 2022
BUY
$91.51 - $110.2 $91 - $110
1 Added 0.71%
141 $13,000
Q1 2022

Apr 22, 2022
SELL
$102.52 - $112.86 $615 - $677
-6 Reduced 4.11%
140 $15,000
Q3 2021

Oct 15, 2021
SELL
$99.84 - $108.44 $4,892 - $5,313
-49 Reduced 25.13%
146 $15,000
Q2 2021

Aug 06, 2021
BUY
$102.45 - $110.12 $14,343 - $15,416
140 Added 254.55%
195 $21,000
Q1 2021

Apr 16, 2021
BUY
$84.81 - $105.35 $4,664 - $5,794
55 New
55 $6,000

Others Institutions Holding IJJ

# of Institutions
869
Shares Held
42.5M
Call Options Held
5K
Put Options Held
2K
View Full List

About ISHARES S&P MIDCAP 400 VALUE E

IJJ Quotes by TradingView
  • Ticker IJJ
  • Sector ETFs
  • Industry ETFs
More about IJJ
Track This Portfolio

Track Bogart Wealth, LLC Portfolio

Follow Bogart Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Bogart Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bogart Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email