Financial Advocates Investment Management Ishares S&P Midcap 400 Value E Transaction History

Financial Advocates Investment Management

  • $1.78 Billion
  • Q3 2024

A detailed history of Financial Advocates Investment Management transactions in Ishares S&P Midcap 400 Value E stock. As of the latest transaction made, Financial Advocates Investment Management holds 14,914 shares of IJJ stock, worth $1.87 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares
14,914
Previous 14,634 1.91%
Holding current value
$1.87 Million
Previous $1.66 Million 11.02%
% of portfolio
0.1%
Previous 0.1%

Shares

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

Oct 25, 2024
BUY
$111.9 - $124.28 $31,332 - $34,798
280 Added 1.91%
14,914 $1.84 Million
Q2 2024

Jul 26, 2024
SELL
$109.44 - $118.4 $278,305 - $301,091
-2,543 Reduced 14.8%
14,634 $1.66 Million
Q1 2024

May 01, 2024
SELL
$109.27 - $118.29 $13,112 - $14,194
-120 Reduced 0.69%
17,177 $2.03 Million
Q4 2023

Feb 08, 2024
BUY
$93.05 - $115.17 $112,497 - $139,240
1,209 Added 7.51%
17,297 $1.97 Million
Q3 2023

Oct 27, 2023
BUY
$99.46 - $111.92 $52,912 - $59,541
532 Added 3.42%
16,088 $1.62 Million
Q2 2023

Aug 07, 2023
BUY
$97.74 - $107.13 $75,943 - $83,240
777 Added 5.26%
15,556 $1.67 Million
Q1 2023

May 11, 2023
BUY
$97.23 - $116.09 $16,626 - $19,851
171 Added 1.17%
14,779 $1.52 Million
Q4 2022

Feb 14, 2023
SELL
$91.7 - $106.74 $10,728 - $12,488
-117 Reduced 0.79%
14,608 $1.47 Million
Q3 2022

Nov 14, 2022
BUY
$90.0 - $107.68 $8,910 - $10,660
99 Added 0.68%
14,725 $1.33 Million
Q2 2022

Aug 12, 2022
BUY
$91.51 - $110.2 $106,700 - $128,493
1,166 Added 8.66%
14,626 $1.38 Million
Q1 2022

May 11, 2022
BUY
$102.52 - $112.86 $40,392 - $44,466
394 Added 3.02%
13,460 $1.48 Million
Q4 2021

Feb 14, 2022
BUY
$103.36 - $113.35 $10,749 - $11,788
104 Added 0.8%
13,066 $1.45 Million
Q3 2021

Nov 04, 2021
BUY
$99.84 - $108.44 $45,926 - $49,882
460 Added 3.68%
12,962 $1.34 Million
Q2 2021

Aug 03, 2021
SELL
$102.45 - $110.12 $120,993 - $130,051
-1,181 Reduced 8.63%
12,502 $1.3 Million
Q1 2021

May 10, 2021
SELL
$84.81 - $105.35 $18,488 - $22,966
-218 Reduced 1.57%
13,683 $1.39 Million
Q4 2020

Feb 12, 2021
BUY
$68.27 - $86.35 $464,031 - $586,920
6,797 Added 95.68%
13,901 $1.2 Million
Q3 2020

Nov 04, 2020
SELL
$63.93 - $72.86 $6,329 - $7,213
-99 Reduced 1.37%
7,104 $958,000
Q2 2020

Aug 14, 2020
SELL
$50.55 - $75.5 $11,222 - $16,761
-222 Reduced 2.99%
7,203 $958,000
Q1 2020

Apr 29, 2020
BUY
$46.62 - $86.52 $11,235 - $20,851
241 Added 3.35%
7,425 $815,000
Q4 2019

Feb 13, 2020
BUY
$76.36 - $85.59 $122,328 - $137,115
1,602 Added 28.7%
7,184 $1.23 Million
Q3 2019

Nov 13, 2019
BUY
$79.13 - $81.47 $14,718 - $15,153
186 Added 3.45%
5,582 $893,000
Q2 2019

Aug 08, 2019
BUY
N/A
44 Added 0.82%
5,396 $861,000
Q1 2019

May 16, 2019
SELL
N/A
-79 Reduced 1.45%
5,352 $840,000
Q4 2018

Feb 14, 2019
BUY
N/A
3,688 Added 211.59%
5,431 $0
Q3 2018

Nov 14, 2018
BUY
N/A
220 Added 14.45%
1,743 $0
Q2 2018

Aug 09, 2018
BUY
N/A
1,523 New
1,523 $246,000
Q1 2018

May 11, 2018
SELL
N/A
-1,060 Closed
0 $0
Q4 2017

Feb 15, 2018
BUY
N/A
1,060
1,060 $170,000

Others Institutions Holding IJJ

# of Institutions
813
Shares Held
40.8M
Call Options Held
8.9K
Put Options Held
2K
View Full List

About ISHARES S&P MIDCAP 400 VALUE E

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