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

Pb Mares Wealth Management LLC

  • $474 Million
  • Q3 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 2,651 shares of IJJ stock, worth $340,653. This represents 0.07% of its overall portfolio holdings.

Number of Shares
2,651
Previous 2,645 0.23%
Holding current value
$340,653
Previous $300,000 9.0%
% of portfolio
0.07%
Previous 0.07%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 25, 2024
BUY
$111.9 - $124.28 $671 - $745
6 Added 0.23%
2,651 $327,000
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
813
Shares Held
40.8M
Call Options Held
8.9K
Put Options Held
2K
View Full List

About ISHARES S&P MIDCAP 400 VALUE E

IJJ Quotes by TradingView
  • Ticker IJJ
  • Sector ETFs
  • Industry ETFs
More about IJJ
Track This Portfolio

Track Pb Mares Wealth Management LLC Portfolio

Follow Pb Mares Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Pb Mares Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Pb Mares Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email