Private Wealth Asset Management, LLC Ishares S&P Midcap 400 Value E Transaction History

Private Wealth Asset Management, LLC

  • $800 Million
  • Q3 2025

A detailed history of Private Wealth Asset Management, LLC transactions in Ishares S&P Midcap 400 Value E stock. As of the latest transaction made, Private Wealth Asset Management, LLC holds 7,768 shares of IJJ stock, worth $990,497. This represents 0.13% of its overall portfolio holdings.

Number of Shares
7,768
Previous 7,968 2.51%
Holding current value
$990,497
Previous $985 Million 99.9%
% of portfolio
0.13%
Previous 0.13%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 03, 2025
SELL
$122.57 - $132.57 $24,514 - $26,514
-200 Reduced 2.51%
7,768 $1.01 Million
Q1 2025

May 15, 2025
BUY
$117.4 - $131.02 $935,443 - $1.04 Million
7,968 New
7,968 $954 Million

Others Institutions Holding IJJ

# of Institutions
920
Shares Held
41.9M
Call Options Held
4.8K
Put Options Held
2.7K
View Full List

About ISHARES S&P MIDCAP 400 VALUE E

IJJ Quotes by TradingView
  • Ticker IJJ
  • Sector ETFs
  • Industry ETFs
More about IJJ
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