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

Frg Family Wealth Advisors LLC

  • $545 Million
  • Q3 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 $487,555. This represents 0.09% of its overall portfolio holdings.

Number of Shares
3,888
Previous 3,888 -0.0%
Holding current value
$487,555
Previous $441,000 8.84%
% of portfolio
0.09%
Previous 0.06%

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
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

IJJ Quotes by TradingView
  • Ticker IJJ
  • Sector ETFs
  • Industry ETFs
More about IJJ
Track This Portfolio

Track Frg Family Wealth Advisors LLC Portfolio

Follow Frg Family Wealth Advisors LLC 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 Frg Family Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Frg Family Wealth Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email