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

Modern Wealth Management, LLC

  • $3.08 Trillion
  • Q1 2025

A detailed history of Modern Wealth Management, LLC transactions in Ishares S&P Midcap 400 Value E stock. As of the latest transaction made, Modern Wealth Management, LLC holds 14,482 shares of IJJ stock, worth $1.63 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
14,482
Previous 543,096 97.33%
Holding current value
$1.63 Million
Previous $69.4 Billion 97.5%
% of portfolio
0.06%
Previous 2.43%

Shares

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

May 15, 2025
SELL
$117.4 - $131.02 $62.1 Million - $69.3 Million
-528,614 Reduced 97.33%
14,482 $1.73 Billion
Q4 2024

Feb 11, 2025
BUY
$121.89 - $135.52 $66.2 Million - $73.6 Million
543,096 New
543,096 $69.4 Billion

Others Institutions Holding IJJ

# of Institutions
900
Shares Held
43.4M
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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