Journey Advisory Group, LLC Ishares S&P Midcap 400 Value E Transaction History

Journey Advisory Group, LLC

  • $810 Million
  • Q1 2024

A detailed history of Journey Advisory Group, LLC transactions in Ishares S&P Midcap 400 Value E stock. As of the latest transaction made, Journey Advisory Group, LLC holds 5,726 shares of IJJ stock, worth $640,739. This represents 0.08% of its overall portfolio holdings.

Number of Shares
5,726
Previous 42,929 86.66%
Holding current value
$640,739
Previous $4.9 Million 86.17%
% of portfolio
0.08%
Previous 0.67%

Shares

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

May 09, 2024
SELL
$109.27 - $118.29 $4.07 Million - $4.4 Million
-37,203 Reduced 86.66%
5,726 $677,000
Q4 2023

Feb 12, 2024
BUY
$93.05 - $115.17 $88,211 - $109,181
948 Added 2.26%
42,929 $4.9 Million
Q3 2023

Nov 15, 2023
BUY
$99.46 - $111.92 $80,860 - $90,990
813 Added 1.97%
41,981 $4.24 Million
Q2 2023

Aug 09, 2023
SELL
$97.74 - $107.13 $224,802 - $246,399
-2,300 Reduced 5.29%
41,168 $4.41 Million
Q1 2023

May 04, 2023
BUY
$97.23 - $116.09 $4.23 Million - $5.05 Million
43,468 New
43,468 $4.47 Million

Others Institutions Holding IJJ

# of Institutions
772
Shares Held
41.5M
Call Options Held
4.1K
Put Options Held
0
View Full List

About ISHARES S&P MIDCAP 400 VALUE E

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