Novak & Powell Financial Services, Inc. Ishares S&P Midcap 400 Value E Transaction History

Novak & Powell Financial Services, Inc.

$190 Billion
Q3 2025

A detailed history of Novak & Powell Financial Services, Inc. transactions in Ishares S&P Midcap 400 Value E stock. As of the latest transaction made, Novak & Powell Financial Services, Inc. holds 13,429 shares of IJJ stock, worth $1.71 Million. This represents 0.92% of its overall portfolio holdings.

Number of Shares

13,429

Previous 5,805 131.34%

Holding current value

$1.71 Million

Previous $717 Million 142.82%

% of portfolio

0.92%

Previous 0.5%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	BUY	$122.57 - $132.57 $934,473 - $1.01 Million	7,624 Added 131.34%	13,429 $1.74 Billion
Q2 2025 Aug 11, 2025	SELL	$103.88 - $123.68 $763,725 - $909,295	-7,352 Reduced 55.88%	5,805 $717 Million
Q1 2025 May 14, 2025	SELL	$117.4 - $131.02 $183,613 - $204,915	-1,564 Reduced 10.62%	13,157 $1.58 Billion
Q4 2024 Feb 14, 2025	SELL	$121.89 - $135.52 $7,191 - $7,995	-59 Reduced 0.4%	14,721 $1.84 Billion
Q3 2024 Nov 14, 2024	SELL	$111.9 - $124.28 $1,342 - $1,491	-12 Reduced 0.08%	14,780 $1.83 Billion

Q2 2024 Aug 15, 2024	BUY	$109.44 - $118.4 $860,088 - $930,505	7,859 Added 113.36%	14,792 $1.68 Billion
Q1 2024 May 15, 2024	SELL	$109.27 - $118.29 $847,607 - $917,575	-7,757 Reduced 52.8%	6,933 $820 Million
Q4 2023 Feb 21, 2024	BUY	$93.05 - $115.17 $1.37 Million - $1.69 Million	14,690 New	14,690 $1.68 Billion

Others Institutions Holding IJJ

# of Institutions

917

Shares Held

41.8M

Call Options Held

4.8K

Put Options Held

2.7K

View Full List

About ISHARES S&P MIDCAP 400 VALUE E

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Novak & Powell Financial Services, Inc. Ishares S&P Midcap 400 Value E Transaction History