Perfromance Wealth Partners, LLC Ishares S&P Midcap 400 Value E Transaction History

Perfromance Wealth Partners, LLC

  • $3.09 Billion
  • Q4 2024

A detailed history of Perfromance Wealth Partners, LLC transactions in Ishares S&P Midcap 400 Value E stock. As of the latest transaction made, Perfromance Wealth Partners, LLC holds 4,625 shares of IJJ stock, worth $565,221. This represents 0.02% of its overall portfolio holdings.

Number of Shares
4,625
Previous 4,625 -0.0%
Holding current value
$565,221
Previous $571,000 1.05%
% of portfolio
0.02%
Previous 0.02%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 22, 2024
SELL
$93.05 - $115.17 $156,603 - $193,831
-1,683 Reduced 26.68%
4,625 $527,000
Q1 2023

Apr 20, 2023
SELL
$97.23 - $116.09 $15,556 - $18,574
-160 Reduced 2.47%
6,308 $648,000
Q4 2022

Jan 19, 2023
SELL
$91.7 - $106.74 $39,522 - $46,004
-431 Reduced 6.25%
6,468 $0
Q4 2021

Feb 03, 2022
BUY
$103.36 - $113.35 $713,080 - $782,001
6,899 New
6,899 $764,000

Others Institutions Holding IJJ

# of Institutions
889
Shares Held
43M
Call Options Held
1.8K
Put Options Held
0
View Full List

About ISHARES S&P MIDCAP 400 VALUE E

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  • Ticker IJJ
  • Sector ETFs
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