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

Erts Wealth Advisors, LLC

$529 Million
Q4 2024

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 4,749 shares of IJJ stock, worth $615,850. This represents 0.11% of its overall portfolio holdings.

Number of Shares

4,749

Previous 4,951 4.08%

Holding current value

$615,850

Previous $612,000 3.1%

% of portfolio

0.11%

Previous 0.11%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

837

Shares Held

41M

Call Options Held

Put Options Held

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About ISHARES S&P MIDCAP 400 VALUE E

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