Personal Wealth Partners Ishares S&P Midcap 400 Value E Transaction History

Personal Wealth Partners

$0
Q2 2022

Shares

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 14, 2022	SELL	$103.36 - $113.35 $280,002 - $307,065	-2,709 Closed	0 $0
Q3 2021 Oct 20, 2021	BUY	$99.84 - $108.44 $99 - $108	1 Added 0.04%	2,709 $279,000
Q2 2021 Jul 23, 2021	BUY	$102.45 - $110.12 $102 - $110	1 Added 0.04%	2,708 $285,000
Q1 2021 Apr 20, 2021	SELL	$84.81 - $105.35 $93,206 - $115,779	-1,099 Reduced 28.88%	2,707 $276,000
Q4 2020 Feb 08, 2021	BUY	$68.27 - $86.35 $91,686 - $115,968	1,343 Added 54.53%	3,806 $328,000
Q3 2020 Nov 02, 2020	BUY	$63.93 - $72.86 $63 - $72	1 Added 0.04%	2,463 $332,000
Q2 2020 Aug 06, 2020	SELL	$50.55 - $75.5 $56,413 - $84,258	-1,116 Reduced 31.19%	2,462 $327,000
Q1 2020 May 07, 2020	SELL	$46.62 - $86.52 $68,531 - $127,184	-1,470 Reduced 29.12%	3,578 $393,000
Q4 2019 Jan 28, 2020	BUY	$76.36 - $85.59 $76 - $85	1 Added 0.02%	5,048 $862,000
Q3 2019 Oct 22, 2019	SELL	$79.13 - $81.47 $2,927 - $3,014	-37 Reduced 0.73%	5,047 $807,000
Q2 2019 Jul 30, 2019	BUY	N/A	76 Added 1.52%	5,084 $811,000
Q1 2019 Apr 17, 2019	BUY	N/A	5,008 New	5,008 $786,000

Others Institutions Holding IJJ

# of Institutions

812

Shares Held

40.8M

Call Options Held

8.9K

Put Options Held

2K

About ISHARES S&P MIDCAP 400 VALUE E

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