Second Half Financial Partners, LLC Ishares S&P Midcap 400 Value E Transaction History

Second Half Financial Partners, LLC

$106 Million
Q2 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 07, 2024	SELL	$93.05 - $115.17 $49,502 - $61,270	-532 Reduced 7.91%	6,196 $706,000
Q3 2023 Nov 13, 2023	SELL	$99.46 - $111.92 $385,109 - $433,354	-3,872 Reduced 36.53%	6,728 $679,000
Q3 2023 Nov 03, 2023	BUY	$99.46 - $111.92 $286,842 - $322,777	2,884 Added 37.38%	10,600 $1.07 Million
Q2 2023 Aug 07, 2023	SELL	$97.74 - $107.13 $27,269 - $29,889	-279 Reduced 3.49%	7,716 $826,000
Q1 2023 May 11, 2023	SELL	$97.23 - $116.09 $21,293 - $25,423	-219 Reduced 2.67%	7,995 $821,000
Q4 2022 Feb 13, 2023	BUY	$91.7 - $106.74 $18,064 - $21,027	197 Added 2.46%	8,214 $827,000
Q3 2022 Nov 14, 2022	BUY	$90.0 - $107.68 $103,050 - $123,293	1,145 Added 16.66%	8,017 $722,000
Q1 2022 Sep 20, 2022	BUY	$102.52 - $112.86 $704,517 - $775,573	6,872 New	6,872 $700,000

Others Institutions Holding IJJ

# of Institutions

788

Shares Held

42.2M

Call Options Held

100

Put Options Held

0

About ISHARES S&P MIDCAP 400 VALUE E

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