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

Encompass Wealth Advisors, LLC

  • $278 Million
  • Q3 2024

A detailed history of Encompass Wealth Advisors, LLC transactions in Ishares S&P Midcap 400 Value E stock. As of the latest transaction made, Encompass Wealth Advisors, LLC holds 3,326 shares of IJJ stock, worth $415,916. This represents 0.15% of its overall portfolio holdings.

Number of Shares
3,326
Previous 3,482 4.48%
Holding current value
$415,916
Previous $395,000 4.05%
% of portfolio
0.15%
Previous 0.15%

Shares

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

Nov 05, 2024
SELL
$111.9 - $124.28 $17,456 - $19,387
-156 Reduced 4.48%
3,326 $411,000
Q2 2024

Aug 08, 2024
BUY
$109.44 - $118.4 $14,993 - $16,220
137 Added 4.1%
3,482 $395,000
Q3 2022

Oct 28, 2022
BUY
$90.0 - $107.68 $301,050 - $360,189
3,345 New
3,345 $301,000
Q1 2021

May 25, 2021
SELL
$84.81 - $105.35 $33,924 - $42,140
-400 Closed
0 $0
Q4 2020

Mar 09, 2021
SELL
$68.27 - $86.35 $219,214 - $277,269
-3,211 Reduced 88.92%
400 $35,000
Q4 2020

Mar 09, 2021
BUY
$68.27 - $86.35 $246,522 - $311,809
3,611 New
3,611 $312,000

Others Institutions Holding IJJ

# of Institutions
813
Shares Held
40.8M
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
Track This Portfolio

Track Encompass Wealth Advisors, LLC Portfolio

Follow Encompass Wealth Advisors, 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 Encompass Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Encompass Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email