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

Forvis Wealth Advisors, LLC

  • $4.26 Billion
  • Q3 2024

A detailed history of Forvis Wealth Advisors, LLC transactions in Ishares S&P Midcap 400 Value E stock. As of the latest transaction made, Forvis Wealth Advisors, LLC holds 2,044 shares of IJJ stock, worth $263,982. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,044
Previous 2,250 9.16%
Holding current value
$263,982
Previous $255,000 1.18%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 14, 2024
SELL
$111.9 - $124.28 $23,051 - $25,601
-206 Reduced 9.16%
2,044 $252,000
Q2 2024

Aug 09, 2024
BUY
$109.44 - $118.4 $15,540 - $16,812
142 Added 6.74%
2,250 $255,000
Q1 2024

Apr 19, 2024
SELL
$109.27 - $118.29 $15,297 - $16,560
-140 Reduced 6.23%
2,108 $249,000
Q4 2023

Jan 11, 2024
BUY
$93.05 - $115.17 $1,674 - $2,073
18 Added 0.81%
2,248 $256,000
Q3 2023

Oct 25, 2023
SELL
$99.46 - $111.92 $4,674 - $5,260
-47 Reduced 2.06%
2,230 $225,000
Q2 2023

Aug 08, 2023
SELL
$97.74 - $107.13 $16,127 - $17,676
-165 Reduced 6.76%
2,277 $243,000
Q1 2023

Apr 26, 2023
BUY
$97.23 - $116.09 $97 - $116
1 Added 0.04%
2,442 $250,000
Q4 2022

Feb 02, 2023
SELL
$91.7 - $106.74 $825 - $960
-9 Reduced 0.37%
2,441 $246,000
Q3 2022

Oct 13, 2022
SELL
$90.0 - $107.68 $8,280 - $9,906
-92 Reduced 3.62%
2,450 $220,000
Q2 2022

Jul 22, 2022
BUY
$91.51 - $110.2 $91 - $110
1 Added 0.04%
2,542 $240,000
Q1 2022

May 10, 2022
SELL
$102.52 - $112.86 $29,628 - $32,616
-289 Reduced 10.21%
2,541 $279,000
Q4 2021

Jan 14, 2022
BUY
$103.36 - $113.35 $30,077 - $32,984
291 Added 11.46%
2,830 $313,000
Q3 2021

Oct 14, 2021
SELL
$99.84 - $108.44 $15,375 - $16,699
-154 Reduced 5.72%
2,539 $262,000
Q2 2021

Jul 14, 2021
BUY
$102.45 - $110.12 $102 - $110
1 Added 0.04%
2,693 $284,000
Q1 2021

Apr 23, 2021
SELL
$84.81 - $105.35 $9,244 - $11,483
-109 Reduced 3.89%
2,692 $274,000
Q4 2020

Jan 22, 2021
BUY
$68.27 - $86.35 $191,224 - $241,866
2,801 New
2,801 $242,000
Q3 2020

Nov 05, 2020
SELL
$63.93 - $72.86 $98,707 - $112,495
-1,544 Closed
0 $0
Q2 2020

Jul 15, 2020
BUY
$50.55 - $75.5 $78,049 - $116,572
1,544 New
1,544 $205,000
Q1 2020

Apr 10, 2020
SELL
$46.62 - $86.52 $76,736 - $142,411
-1,646 Closed
0 $0
Q4 2019

Jan 13, 2020
SELL
$76.36 - $85.59 $381 - $427
-5 Reduced 0.3%
1,646 $281,000
Q3 2019

Oct 29, 2019
BUY
$79.13 - $81.47 $79 - $81
1 Added 0.06%
1,651 $264,000
Q2 2019

Jul 10, 2019
BUY
N/A
1,650 New
1,650 $263,000

Others Institutions Holding IJJ

# of Institutions
820
Shares Held
40.7M
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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