Strategic Wealth Partners Group LLC Ishares S&P Midcap 400 Value E Transaction History

Strategic Wealth Partners Group LLC

  • $851 Million
  • Q1 2024

A detailed history of Strategic Wealth Partners Group LLC transactions in Ishares S&P Midcap 400 Value E stock. As of the latest transaction made, Strategic Wealth Partners Group LLC holds 10,323 shares of IJJ stock, worth $1.3 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares
10,323
Previous 10,320 0.03%
Holding current value
$1.3 Million
Previous $1.18 Million 3.83%
% of portfolio
0.14%
Previous 0.16%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 30, 2024
BUY
$109.27 - $118.29 $327 - $354
3 Added 0.03%
10,323 $1.22 Million
Q4 2023

Feb 13, 2024
BUY
$93.05 - $115.17 $135,946 - $168,263
1,461 Added 16.49%
10,320 $1.18 Million
Q1 2023

May 11, 2023
BUY
$97.23 - $116.09 $777 - $928
8 Added 0.09%
8,859 $882,000
Q3 2022

Nov 08, 2022
SELL
$90.0 - $107.68 $8,370 - $10,014
-93 Reduced 1.04%
8,851 $797,000
Q2 2022

Aug 12, 2022
BUY
$91.51 - $110.2 $155,475 - $187,229
1,699 Added 23.45%
8,944 $844,000
Q1 2022

May 12, 2022
SELL
$102.52 - $112.86 $341,801 - $376,275
-3,334 Reduced 31.52%
7,245 $794,000
Q4 2021

Feb 11, 2022
BUY
$103.36 - $113.35 $1,136 - $1,246
11 Added 0.1%
10,579 $1.17 Million
Q3 2021

Nov 12, 2021
BUY
$99.84 - $108.44 $27,256 - $29,604
273 Added 2.65%
10,568 $1.09 Million
Q1 2021

May 17, 2021
BUY
$84.81 - $105.35 $34,432 - $42,772
406 Added 4.11%
10,295 $1.05 Million
Q4 2020

Feb 11, 2021
BUY
$68.27 - $86.35 $337,731 - $427,173
4,947 Added 100.1%
9,889 $853,000
Q3 2020

Nov 13, 2020
SELL
$63.93 - $72.86 $234,495 - $267,250
-3,668 Reduced 42.6%
4,942 $667,000
Q2 2020

Aug 13, 2020
SELL
$50.55 - $75.5 $102,009 - $152,359
-2,018 Reduced 18.99%
8,610 $1.15 Million
Q1 2020

May 14, 2020
BUY
$46.62 - $86.52 $4,475 - $8,305
96 Added 0.91%
10,628 $0
Q4 2019

Feb 14, 2020
BUY
$76.36 - $85.59 $58,415 - $65,476
765 Added 7.83%
10,532 $1.8 Million
Q3 2019

Nov 13, 2019
BUY
$79.13 - $81.47 $199,565 - $205,467
2,522 Added 34.81%
9,767 $1.56 Million
Q2 2019

Aug 13, 2019
BUY
N/A
2,330 Added 47.41%
7,245 $1.16 Million
Q1 2019

May 14, 2019
SELL
N/A
-579 Reduced 10.54%
4,915 $1.24 Million
Q4 2018

Feb 26, 2019
BUY
N/A
5,494 New
5,494 $760,000

Others Institutions Holding IJJ

# of Institutions
887
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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