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

Erts Wealth Advisors, LLC

$514 Million
Q1 2025

A detailed history of Erts Wealth Advisors, LLC transactions in Ishares S&P Midcap 400 Value E stock. As of the latest transaction made, Erts Wealth Advisors, LLC holds 4,624 shares of IJJ stock, worth $589,328. This represents 0.11% of its overall portfolio holdings.

Number of Shares

4,624

Previous 4,749 2.63%

Holding current value

$589,328

Previous $593,000 6.75%

% of portfolio

0.11%

Previous 0.11%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 22, 2025	SELL	$117.4 - $131.02 $14,675 - $16,377	-125 Reduced 2.63%	4,624 $553,000
Q4 2024 Jan 17, 2025	SELL	$121.89 - $135.52 $24,621 - $27,375	-202 Reduced 4.08%	4,749 $593,000
Q1 2024 Apr 23, 2024	SELL	$109.27 - $118.29 $108,942 - $117,935	-997 Reduced 16.76%	4,951 $585,000
Q4 2023 Jan 23, 2024	SELL	$93.05 - $115.17 $2,140 - $2,648	-23 Reduced 0.39%	5,948 $678,000
Q3 2023 Oct 16, 2023	SELL	$99.46 - $111.92 $41,673 - $46,894	-419 Reduced 6.56%	5,971 $602,000
Q1 2023 Apr 18, 2023	SELL	$97.23 - $116.09 $17,501 - $20,896	-180 Reduced 2.74%	6,390 $656,000
Q4 2022 Jan 27, 2023	BUY	$91.7 - $106.74 $195,687 - $227,783	2,134 Added 48.11%	6,570 $662,000
Q3 2022 Nov 08, 2022	SELL	$90.0 - $107.68 $147,780 - $176,810	-1,642 Reduced 27.02%	4,436 $399,000
Q2 2022 Aug 08, 2022	BUY	$91.51 - $110.2 $518,953 - $624,944	5,671 Added 1393.37%	6,078 $0
Q4 2018 Feb 14, 2019	BUY	N/A	407 New	407 $56,000

Others Institutions Holding IJJ

# of Institutions

903

Shares Held

43.4M

Call Options Held

100

Put Options Held

216

View Full List

About ISHARES S&P MIDCAP 400 VALUE E

Ticker IJJ
Sector ETFs
Industry ETFs

More about IJJ

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Erts Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

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

Account

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