A detailed history of Confluence Wealth Services, Inc. transactions in Ishares S&P Midcap 400 Value E stock. As of the latest transaction made, Confluence Wealth Services, Inc. holds 2,478 shares of IJJ stock, worth $318,423. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,478
Previous 2,478 -0.0%
Holding current value
$318,423
Previous $281,000 8.9%
% of portfolio
0.02%
Previous 0.02%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 01, 2023

BUY
$99.46 - $111.92 $5,370 - $6,043
54 Added 2.23%
2,478 $250,000
Q4 2022

Feb 10, 2023

BUY
$91.7 - $106.74 $222,280 - $258,737
2,424 New
2,424 $244,000
Q1 2022

Apr 26, 2022

SELL
$102.52 - $112.86 $114,412 - $125,951
-1,116 Closed
0 $0
Q4 2021

Feb 10, 2022

BUY
$103.36 - $113.35 $115,349 - $126,498
1,116 New
1,116 $123,000

Others Institutions Holding IJJ

About ISHARES S&P MIDCAP 400 VALUE E


  • Ticker IJJ
  • Sector ETFs
  • Industry ETFs
More about IJJ
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