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

Financial Advocates Investment Management

  • $1.71 Billion
  • Q4 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 14,973 shares of IJJ stock, worth $1.94 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares
14,973
Previous 14,914 0.4%
Holding current value
$1.94 Million
Previous $1.84 Million 1.52%
% of portfolio
0.11%
Previous 0.1%

Shares

29 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 27, 2025
BUY
$121.89 - $135.52 $7,191 - $7,995
59 Added 0.4%
14,973 $1.87 Million
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
837
Shares Held
41M
Call Options Held
5K
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
Track This Portfolio

Track Financial Advocates Investment Management Portfolio

Follow Financial Advocates Investment Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Financial Advocates Investment Management, based on Form 13F filings with the SEC.

News

Stay updated on Financial Advocates Investment Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email