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

Ever Source Wealth Advisors, LLC

$1.65 Billion
Q4 2024

A detailed history of Ever Source Wealth Advisors, LLC transactions in Ishares S&P Midcap 400 Value E stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 2,112 shares of IJJ stock, worth $255,530. This represents 0.02% of its overall portfolio holdings.

Number of Shares

2,112

Previous 2,130 0.85%

Holding current value

$255,530

Previous $263,000 -0.0%

% of portfolio

0.02%

Previous 0.02%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	SELL	$121.89 - $135.52 $2,194 - $2,439	-18 Reduced 0.85%	2,112 $263,000
Q3 2024 Nov 08, 2024	SELL	$111.9 - $124.28 $62,216 - $69,099	-556 Reduced 20.7%	2,130 $263,000
Q2 2024 Aug 13, 2024	BUY	$109.44 - $118.4 $1,969 - $2,131	18 Added 0.67%	2,686 $304,000
Q1 2024 Jun 11, 2024	BUY	$109.27 - $118.29 $157,458 - $170,455	1,441 Added 117.44%	2,668 $315,000
Q3 2023 Nov 03, 2023	BUY	$99.46 - $111.92 $66,837 - $75,210	672 Added 121.08%	1,227 $123,000
Q1 2023 May 11, 2023	SELL	$97.23 - $116.09 $56,490 - $67,448	-581 Reduced 51.14%	555 $57,000
Q4 2022 Feb 09, 2023	BUY	$91.7 - $106.74 $53,277 - $62,015	581 Added 104.68%	1,136 $114,000
Q3 2022 Nov 07, 2022	BUY	$90.0 - $107.68 $49,950 - $59,762	555 New	555 $50,000

Others Institutions Holding IJJ

# of Institutions

890

Shares Held

43M

Call Options Held

1.8K

Put Options Held

View Full List

About ISHARES S&P MIDCAP 400 VALUE E

Ticker IJJ
Sector ETFs
Industry ETFs

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