Summit Financial, LLC Ishares S&P Midcap 400 Value E Transaction History

Summit Financial, LLC

  • $6 Billion
  • Q3 2025

A detailed history of Summit Financial, LLC transactions in Ishares S&P Midcap 400 Value E stock. As of the latest transaction made, Summit Financial, LLC holds 48,204 shares of IJJ stock, worth $6.15 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares
48,204
Previous 7,096 579.31%
Holding current value
$6.15 Million
Previous $876,000 613.81%
% of portfolio
0.1%
Previous 0.02%

Shares

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

Nov 14, 2025
BUY
$122.57 - $132.57 $5.04 Million - $5.45 Million
41,108 Added 579.31%
48,204 $6.25 Million
Q2 2025

Aug 13, 2025
BUY
$103.88 - $123.68 $538,202 - $640,786
5,181 Added 270.55%
7,096 $876,000
Q1 2025

May 14, 2025
BUY
$117.4 - $131.02 $224,821 - $250,903
1,915 New
1,915 $229,000

Others Institutions Holding IJJ

# of Institutions
918
Shares Held
41.8M
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
Track This Portfolio

Track Summit Financial, LLC Portfolio

Follow Summit Financial, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Summit Financial, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Summit Financial, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email