Family Wealth Group, LLC Ishares S&P Midcap 400 Value E Transaction History

Family Wealth Group, LLC

  • $92.9 Million
  • Q3 2024

A detailed history of Family Wealth Group, LLC transactions in Ishares S&P Midcap 400 Value E stock. As of the latest transaction made, Family Wealth Group, LLC holds 4,666 shares of IJJ stock, worth $612,645. This represents 0.62% of its overall portfolio holdings.

Number of Shares
4,666
Previous 4,607 1.28%
Holding current value
$612,645
Previous $522,000 10.34%
% of portfolio
0.62%
Previous 0.56%

Shares

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

Nov 14, 2024
BUY
$111.9 - $124.28 $6,602 - $7,332
59 Added 1.28%
4,666 $576,000
Q2 2024

Aug 14, 2024
BUY
$109.44 - $118.4 $547 - $592
5 Added 0.11%
4,607 $522,000
Q1 2024

Aug 14, 2024
SELL
$109.27 - $118.29 $34,201 - $37,024
-313 Reduced 6.37%
4,602 $544,000
Q4 2023

Feb 14, 2024
BUY
$93.05 - $115.17 $457,340 - $566,060
4,915 New
4,915 $560,000

Others Institutions Holding IJJ

# of Institutions
812
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
  • Industry ETFs
More about IJJ
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