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

National Wealth Management Group, LLC

  • $131 Billion
  • Q2 2024

A detailed history of National Wealth Management Group, LLC transactions in Ishares S&P Midcap 400 Value E stock. As of the latest transaction made, National Wealth Management Group, LLC holds 9,050 shares of IJJ stock, worth $1.12 Million. This represents 0.78% of its overall portfolio holdings.

Number of Shares
9,050
Previous 7,013 29.05%
Holding current value
$1.12 Million
Previous $830 Million 23.78%
% of portfolio
0.78%
Previous 0.65%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 09, 2024
BUY
$109.44 - $118.4 $222,929 - $241,180
2,037 Added 29.05%
9,050 $1.03 Billion
Q1 2024

May 17, 2024
BUY
$109.27 - $118.29 $32,343 - $35,013
296 Added 4.41%
7,013 $830 Million
Q4 2023

Feb 01, 2024
BUY
$93.05 - $115.17 $625,016 - $773,596
6,717 New
6,717 $766 Million
Q2 2023

Aug 09, 2023
BUY
$97.74 - $107.13 $769,702 - $843,648
7,875 New
7,875 $864 Million

Others Institutions Holding IJJ

# of Institutions
786
Shares Held
42.2M
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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