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

Kingswood Wealth Advisors, LLC

  • $1.27 Trillion
  • Q2 2025

A detailed history of Kingswood Wealth Advisors, LLC transactions in Ishares S&P Midcap 400 Value E stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 2,022 shares of IJJ stock, worth $265,084. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,022
Previous 2,404 15.89%
Holding current value
$265,084
Previous $288 Million 13.19%
% of portfolio
0.02%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 23, 2025
SELL
$103.88 - $123.68 $39,682 - $47,245
-382 Reduced 15.89%
2,022 $250 Million
Q1 2025

Jul 25, 2025
BUY
$117.4 - $131.02 $44,846 - $50,049
382 Added 18.89%
2,404 $288 Million
Q1 2025

Apr 21, 2025
BUY
$117.4 - $131.02 $81,593 - $91,058
695 Added 40.67%
2,404 $288 Million
Q4 2024

Jan 22, 2025
BUY
$121.89 - $135.52 $208,310 - $231,603
1,709 New
1,709 $214 Million

Others Institutions Holding IJJ

# of Institutions
908
Shares Held
42.1M
Call Options Held
184K
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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