Epg Wealth Management LLC Ishares S&P Midcap 400 Value E Transaction History

Epg Wealth Management LLC

  • $396 Billion
  • Q3 2024

A detailed history of Epg Wealth Management LLC transactions in Ishares S&P Midcap 400 Value E stock. As of the latest transaction made, Epg Wealth Management LLC holds 4,659 shares of IJJ stock, worth $621,324. This represents 0.15% of its overall portfolio holdings.

Number of Shares
4,659
Previous 0 Infinity%
Holding current value
$621,324
Previous $0 Infinity%
% of portfolio
0.15%
Previous 100.0%

Shares

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

Nov 13, 2024
BUY
$111.9 - $124.28 $521,342 - $579,020
4,659 New
4,659 $576 Million
Q2 2024

Aug 13, 2024
SELL
$109.44 - $118.4 $505,722 - $547,126
-4,621 Closed
0 $0
Q1 2024

May 14, 2024
BUY
$109.27 - $118.29 $1,201 - $1,301
11 Added 0.24%
4,621 $546,000
Q4 2023

Feb 14, 2024
BUY
$93.05 - $115.17 $41,686 - $51,596
448 Added 10.76%
4,610 $525,000
Q2 2023

Aug 15, 2023
SELL
$97.74 - $107.13 $37,434 - $41,030
-383 Reduced 8.43%
4,162 $445,000
Q1 2023

May 15, 2023
BUY
$97.23 - $116.09 $1,361 - $1,625
14 Added 0.31%
4,545 $467,000
Q4 2022

Feb 14, 2023
SELL
$91.7 - $106.74 $43,007 - $50,061
-469 Reduced 9.38%
4,531 $456,000
Q3 2022

Nov 15, 2022
SELL
$90.0 - $107.68 $23,220 - $27,781
-258 Reduced 4.91%
5,000 $450,000
Q2 2022

Aug 15, 2022
SELL
$91.51 - $110.2 $2,745 - $3,306
-30 Reduced 0.57%
5,258 $496,000
Q1 2022

May 10, 2022
BUY
$102.52 - $112.86 $5,843 - $6,433
57 Added 1.09%
5,288 $580,000
Q4 2021

Feb 14, 2022
BUY
$103.36 - $113.35 $1,757 - $1,926
17 Added 0.33%
5,231 $579,000
Q3 2021

Nov 15, 2021
BUY
$99.84 - $108.44 $1,896 - $2,060
19 Added 0.37%
5,214 $537,000
Q2 2021

Aug 09, 2021
BUY
$102.45 - $110.12 $1,126 - $1,211
11 Added 0.21%
5,195 $547,000
Q1 2021

May 10, 2021
SELL
$84.81 - $105.35 $87,015 - $108,089
-1,026 Reduced 16.52%
5,184 $528,000
Q4 2020

Jan 29, 2021
BUY
$68.27 - $86.35 $199,689 - $252,573
2,925 Added 89.04%
6,210 $536,000
Q3 2020

Nov 02, 2020
SELL
$63.93 - $72.86 $55,107 - $62,805
-862 Reduced 20.79%
3,285 $443,000
Q2 2020

Aug 06, 2020
SELL
$50.55 - $75.5 $312,045 - $466,061
-6,173 Reduced 59.82%
4,147 $551,000
Q1 2020

May 05, 2020
SELL
$46.62 - $86.52 $4,895 - $9,084
-105 Reduced 1.01%
10,320 $1.13 Million
Q4 2019

Feb 14, 2020
BUY
$76.36 - $85.59 $796,053 - $892,275
10,425 New
10,425 $1.78 Million

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
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More about IJJ
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