Plante Moran Financial Advisors, LLC Ishares S&P Midcap 400 Value E Transaction History

Plante Moran Financial Advisors, LLC

$1.2 Billion
Q4 2024

A detailed history of Plante Moran Financial Advisors, LLC transactions in Ishares S&P Midcap 400 Value E stock. As of the latest transaction made, Plante Moran Financial Advisors, LLC holds 515 shares of IJJ stock, worth $64,632. This represents 0.01% of its overall portfolio holdings.

Number of Shares

515

Previous 548 6.02%

Holding current value

$64,632

Previous $67,000 4.48%

% of portfolio

0.01%

Previous 0.01%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 05, 2025	SELL	$121.89 - $135.52 $4,022 - $4,472	-33 Reduced 6.02%	515 $64,000
Q3 2024 Oct 30, 2024	BUY	$111.9 - $124.28 $4,587 - $5,095	41 Added 8.09%	548 $67,000
Q2 2024 Aug 12, 2024	SELL	$109.44 - $118.4 $12,257 - $13,260	-112 Reduced 18.09%	507 $57,000
Q3 2023 Nov 07, 2023	SELL	$99.46 - $111.92 $17,902 - $20,145	-180 Reduced 22.53%	619 $62,000
Q2 2023 Aug 07, 2023	SELL	$97.74 - $107.13 $14,465 - $15,855	-148 Reduced 15.63%	799 $85,000
Q1 2023 May 08, 2023	SELL	$97.23 - $116.09 $214,489 - $256,094	-2,206 Reduced 69.97%	947 $97,000
Q4 2022 Feb 09, 2023	BUY	$91.7 - $106.74 $202,290 - $235,468	2,206 Added 232.95%	3,153 $317,000
Q2 2022 Aug 02, 2022	BUY	$91.51 - $110.2 $41,179 - $49,590	450 Added 90.54%	947 $89,000
Q4 2021 Feb 09, 2022	BUY	$103.36 - $113.35 $18,604 - $20,403	180 Added 56.78%	497 $55,000
Q2 2021 Aug 10, 2021	BUY	$102.45 - $110.12 $4,200 - $4,514	41 Added 14.86%	317 $33,000
Q1 2021 May 13, 2021	SELL	$84.81 - $105.35 $39,012 - $48,461	-460 Reduced 62.5%	276 $28,000
Q4 2020 Feb 09, 2021	BUY	$68.27 - $86.35 $25,123 - $31,776	368 Added 100.0%	736 $64,000
Q3 2020 Nov 12, 2020	BUY	$63.93 - $72.86 $19,434 - $22,149	304 Added 475.0%	368 $50,000
Q1 2020 May 07, 2020	BUY	$46.62 - $86.52 $372 - $692	8 Added 14.29%	64 $7,000
Q3 2017 Nov 08, 2017	BUY	N/A	56	56 $9,000

Others Institutions Holding IJJ

# of Institutions

887

Shares Held

43M

Call Options Held

1.8K

Put Options Held

View Full List

About ISHARES S&P MIDCAP 400 VALUE E

Ticker IJJ
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Plante Moran Financial Advisors, LLC Ishares S&P Midcap 400 Value E Transaction History