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

Heartwood Wealth Advisors LLC

  • $836 Million
  • Q2 2024

A detailed history of Heartwood Wealth Advisors LLC transactions in Ishares S&P Midcap 400 Value E stock. As of the latest transaction made, Heartwood Wealth Advisors LLC holds 3,180 shares of IJJ stock, worth $383,508. This represents 0.04% of its overall portfolio holdings.

Number of Shares
3,180
Previous 3,180 -0.0%
Holding current value
$383,508
Previous $376,000 4.26%
% of portfolio
0.04%
Previous 0.05%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 02, 2024
SELL
$109.27 - $118.29 $1,529 - $1,656
-14 Reduced 0.44%
3,180 $376,000
Q4 2022

Jan 12, 2023
BUY
$91.7 - $106.74 $292,889 - $340,927
3,194 New
3,194 $0

Others Institutions Holding IJJ

# of Institutions
788
Shares Held
42.2M
Call Options Held
100
Put Options Held
0
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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