Family Firm, Inc. Ishares S&P Midcap 400 Value E Transaction History

Family Firm, Inc.

$431 Million
Q2 2025

A detailed history of Family Firm, Inc. transactions in Ishares S&P Midcap 400 Value E stock. As of the latest transaction made, Family Firm, Inc. holds 18,734 shares of IJJ stock, worth $2.32 Million. This represents 0.54% of its overall portfolio holdings.

Number of Shares

18,734

Previous 19,634 4.58%

Holding current value

$2.32 Million

Previous $2.35 Million 1.49%

% of portfolio

0.54%

Previous 0.53%

32 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 08, 2025	SELL	$103.88 - $123.68 $93,492 - $111,312	-900 Reduced 4.58%	18,734 $2.32 Million
Q1 2025 May 01, 2025	SELL	$117.4 - $131.02 $38,037 - $42,450	-324 Reduced 1.62%	19,634 $2.35 Million
Q4 2024 Feb 10, 2025	BUY	$121.89 - $135.52 $10,726 - $11,925	88 Added 0.44%	19,958 $2.49 Million
Q3 2024 Oct 17, 2024	BUY	$111.9 - $124.28 $21,149 - $23,488	189 Added 0.96%	19,870 $2.46 Million
Q2 2024 Jul 24, 2024	BUY	$109.44 - $118.4 $3,720 - $4,025	34 Added 0.17%	19,681 $2.23 Million
Q1 2024 May 01, 2024	SELL	$109.27 - $118.29 $44,363 - $48,025	-406 Reduced 2.02%	19,647 $2.32 Million
Q4 2023 Feb 05, 2024	SELL	$93.05 - $115.17 $36,289 - $44,916	-390 Reduced 1.91%	20,053 $2.29 Million
Q3 2023 Oct 19, 2023	SELL	$99.46 - $111.92 $94,586 - $106,435	-951 Reduced 4.45%	20,443 $2.06 Million
Q2 2023 Aug 08, 2023	BUY	$97.74 - $107.13 $64,215 - $70,384	657 Added 3.17%	21,394 $2.29 Million
Q1 2023 May 01, 2023	SELL	$97.23 - $116.09 $15,362 - $18,342	-158 Reduced 0.76%	20,737 $2.13 Million
Q4 2022 Feb 07, 2023	SELL	$91.7 - $106.74 $27,876 - $32,448	-304 Reduced 1.43%	20,895 $2.11 Million
Q3 2022 Nov 15, 2022	SELL	$90.0 - $107.68 $59,310 - $70,961	-659 Reduced 3.01%	21,199 $1.91 Million
Q1 2022 Nov 30, 2022	BUY	$102.52 - $112.86 $60,691 - $66,813	592 Added 2.79%	21,791 $2.39 Million
Q4 2021 Feb 02, 2022	SELL	$103.36 - $113.35 $192,766 - $211,397	-1,865 Reduced 7.86%	21,858 $2.42 Million
Q3 2021 Oct 22, 2021	SELL	$99.84 - $108.44 $52,815 - $57,364	-529 Reduced 2.18%	23,723 $2.58 Million
Q2 2021 Jul 21, 2021	SELL	$102.45 - $110.12 $57,576 - $61,887	-562 Reduced 2.26%	24,252 $2.56 Million
Q1 2021 May 06, 2021	SELL	$84.81 - $105.35 $46,730 - $58,047	-551 Reduced 2.17%	24,814 $2.53 Million
Q4 2020 Jan 20, 2021	BUY	$68.27 - $86.35 $880,819 - $1.11 Million	12,902 Added 103.52%	25,365 $2.3 Million
Q3 2020 Nov 04, 2020	SELL	$63.93 - $72.86 $13,169 - $15,009	-206 Reduced 1.63%	12,463 $1.68 Million
Q2 2020 Aug 10, 2020	SELL	$50.55 - $75.5 $10,918 - $16,308	-216 Reduced 1.68%	12,669 $1.68 Million
Q1 2020 Apr 29, 2020	BUY	$46.62 - $86.52 $67,412 - $125,107	1,446 Added 12.64%	12,885 $1.41 Million
Q4 2019 Feb 04, 2020	BUY	$76.36 - $85.59 $6,948 - $7,788	91 Added 0.8%	11,439 $1.95 Million
Q3 2019 Nov 12, 2019	BUY	$79.13 - $81.47 $553 - $570	7 Added 0.06%	11,348 $1.82 Million
Q2 2019 Aug 06, 2019	BUY	N/A	931 Added 8.94%	11,341 $1.81 Million
Q1 2019 May 06, 2019	BUY	N/A	35 Added 0.34%	10,410 $1.63 Million
Q4 2018 Feb 05, 2019	BUY	N/A	247 Added 2.44%	10,375 $1.44 Million
Q3 2018 Oct 31, 2018	SELL	N/A	-1,062 Reduced 9.49%	10,128 $1.7 Million
Q2 2018 Aug 03, 2018	BUY	N/A	634 Added 6.01%	11,190 $1.81 Million
Q1 2018 Apr 26, 2018	BUY	N/A	1,139 Added 12.1%	10,556 $1.63 Million
Q4 2017 Feb 07, 2018	SELL	N/A	-292 Reduced 3.01%	9,417 $1.51 Million
Q3 2017 Nov 07, 2017	BUY	N/A	6 Added 0.06%	9,709 $1.48 Million
Q2 2017 Aug 08, 2017	BUY	N/A	9,703	9,703 $1.44 Million

Others Institutions Holding IJJ

# of Institutions

907

Shares Held

42.3M

Call Options Held

100

Put Options Held

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 Family Firm, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Family Firm, Inc. with notifications on news.

Account