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

Pb Mares Wealth Management LLC

  • $404 Million
  • Q2 2024

A detailed history of Pb Mares Wealth Management LLC transactions in Ishares S&P Midcap 400 Value E stock. As of the latest transaction made, Pb Mares Wealth Management LLC holds 2,645 shares of IJJ stock, worth $325,890. This represents 0.07% of its overall portfolio holdings.

Number of Shares
2,645
Previous 2,641 0.15%
Holding current value
$325,890
Previous $312,000 3.85%
% of portfolio
0.07%
Previous 0.08%

Shares

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

Jul 22, 2024
BUY
$109.44 - $118.4 $437 - $473
4 Added 0.15%
2,645 $300,000
Q1 2024

Apr 29, 2024
BUY
$109.27 - $118.29 $327 - $354
3 Added 0.11%
2,641 $312,000
Q4 2023

Jan 26, 2024
BUY
$93.05 - $115.17 $930 - $1,151
10 Added 0.38%
2,638 $300,000
Q2 2023

Jul 24, 2023
BUY
$97.74 - $107.13 $293 - $321
3 Added 0.11%
2,628 $281,000
Q1 2023

Apr 27, 2023
BUY
$97.23 - $116.09 $388 - $464
4 Added 0.15%
2,625 $269,000
Q4 2022

Jan 31, 2023
BUY
$91.7 - $106.74 $1,008 - $1,174
11 Added 0.42%
2,621 $264,000
Q2 2022

Jul 21, 2022
BUY
$91.51 - $110.2 $366 - $440
4 Added 0.15%
2,610 $246,000
Q1 2022

Apr 26, 2022
BUY
$102.52 - $112.86 $307 - $338
3 Added 0.12%
2,606 $286,000
Q4 2021

Feb 02, 2022
BUY
$103.36 - $113.35 $930 - $1,020
9 Added 0.35%
2,603 $288,000
Q4 2020

Jan 25, 2021
BUY
$68.27 - $86.35 $177,092 - $223,991
2,594 New
2,594 $224,000
Q2 2020

Jul 14, 2020
SELL
$50.55 - $75.5 $101,807 - $152,057
-2,014 Closed
0 $0
Q4 2019

Feb 04, 2020
BUY
$76.36 - $85.59 $153,789 - $172,378
2,014 New
2,014 $344,000

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
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More about IJJ
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