Liberty Wealth Management LLC Ishares S&P Midcap 400 Value E Transaction History

Liberty Wealth Management LLC

$569 Million
Q3 2024

A detailed history of Liberty Wealth Management LLC transactions in Ishares S&P Midcap 400 Value E stock. As of the latest transaction made, Liberty Wealth Management LLC holds 3,654 shares of IJJ stock, worth $469,539. This represents 0.08% of its overall portfolio holdings.

Number of Shares

3,654

Previous 392,746 99.07%

Holding current value

$469,539

Previous $412,000 9.47%

% of portfolio

0.08%

Previous 0.08%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 01, 2024	SELL	$111.9 - $124.28 $43.5 Million - $48.4 Million	-389,092 Reduced 99.07%	3,654 $451,000
Q2 2024 Aug 06, 2024	BUY	$109.44 - $118.4 $43 Million - $46.5 Million	392,746 New	392,746 $412,000
Q4 2021 Feb 15, 2022	SELL	$103.36 - $113.35 $42,584 - $46,700	-412 Closed	0 $0
Q2 2021 Aug 13, 2021	SELL	$102.45 - $110.12 $4.4 Million - $4.73 Million	-42,988 Reduced 99.05%	412 $43,000
Q2 2021 Aug 13, 2021	BUY	$102.45 - $110.12 $4.4 Million - $4.73 Million	42,988 Added 10433.98%	43,400 $412,000
Q4 2020 Feb 09, 2021	BUY	$68.27 - $86.35 $14,063 - $17,788	206 Added 100.0%	412 $36,000
Q2 2020 Aug 04, 2020	BUY	$50.55 - $75.5 $7,531 - $11,249	149 Added 261.4%	206 $27,000
Q4 2018 Mar 26, 2019	BUY	N/A	57 New	57 $7,000

Others Institutions Holding IJJ

# of Institutions

813

Shares Held

40.8M

Call Options Held

8.9K

Put Options Held

View Full List

About ISHARES S&P MIDCAP 400 VALUE E

Ticker IJJ
Sector ETFs
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Liberty Wealth Management LLC Ishares S&P Midcap 400 Value E Transaction History