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

Bogart Wealth, LLC

  • $2.1 Billion
  • Q3 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 $149,411. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,193
Previous 1,165 2.4%
Holding current value
$149,411
Previous $132,000 11.36%
% 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
814
Shares Held
40.7M
Call Options Held
8.9K
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
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