Frg Family Wealth Advisors LLC Ishares S&P Midcap 400 Value E Transaction History

Frg Family Wealth Advisors LLC

  • $682 Million
  • Q2 2024

A detailed history of Frg Family Wealth Advisors LLC transactions in Ishares S&P Midcap 400 Value E stock. As of the latest transaction made, Frg Family Wealth Advisors LLC holds 3,888 shares of IJJ stock, worth $480,440. This represents 0.06% of its overall portfolio holdings.

Number of Shares
3,888
Previous 3,902 0.36%
Holding current value
$480,440
Previous $461,000 4.34%
% of portfolio
0.06%
Previous 0.09%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 07, 2024
SELL
$109.44 - $118.4 $1,532 - $1,657
-14 Reduced 0.36%
3,888 $441,000
Q3 2023

Oct 11, 2023
SELL
$99.46 - $111.92 $1,989 - $2,238
-20 Reduced 0.51%
3,902 $393,000
Q2 2023

Jul 13, 2023
BUY
$97.74 - $107.13 $9,969 - $10,927
102 Added 2.67%
3,922 $420,000
Q4 2020

Mar 02, 2022
BUY
$68.27 - $86.35 $130,395 - $164,928
1,910 Added 100.0%
3,820 $330,000
Q2 2017

Mar 02, 2022
SELL
N/A
-137 Reduced 6.69%
1,910 $284,000
Q1 2017

Mar 02, 2022
BUY
N/A
137 Added 7.17%
2,047 $304,000
Q2 2016

Mar 02, 2022
SELL
N/A
-765 Reduced 28.6%
1,910 $245,000
Q4 2015

Mar 02, 2022
BUY
N/A
2,675
2,675 $314,000

Others Institutions Holding IJJ

# of Institutions
802
Shares Held
41.5M
Call Options Held
4K
Put Options Held
0
View Full List

About ISHARES S&P MIDCAP 400 VALUE E

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