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 $427,391. This represents 0.15% of its overall portfolio holdings.

Number of Shares
3,326
Previous 3,482 4.48%
Holding current value
$427,391
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
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