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

Liberty Wealth Management LLC

  • $504 Million
  • Q1 2025

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 3,686 shares of IJJ stock, worth $415,375. This represents 0.09% of its overall portfolio holdings.

Number of Shares
3,686
Previous 420,643 99.12%
Holding current value
$415,375
Previous $50.4 Million 99.12%
% of portfolio
0.09%
Previous 0.88%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 12, 2025
SELL
$117.4 - $131.02 $49 Million - $54.6 Million
-416,957 Reduced 99.12%
3,686 $441,000
Q1 2025

May 08, 2025
BUY
$117.4 - $131.02 $49 Million - $54.6 Million
416,970 Added 11352.3%
420,643 $50.4 Million
Q4 2024

Feb 07, 2025
BUY
$121.89 - $135.52 $2,315 - $2,574
19 Added 0.52%
3,673 $458,000
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
901
Shares Held
43.3M
Call Options Held
100
Put Options Held
0
View Full List

About ISHARES S&P MIDCAP 400 VALUE E

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