Transform Wealth, LLC Ishares S&P Midcap 400 Value E Transaction History

Transform Wealth, LLC

  • $1.6 Billion
  • Q1 2025

A detailed history of Transform Wealth, LLC transactions in Ishares S&P Midcap 400 Value E stock. As of the latest transaction made, Transform Wealth, LLC holds 2,299 shares of IJJ stock, worth $297,421. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,299
Previous 2,361 2.63%
Holding current value
$297,421
Previous $295,000 7.12%
% of portfolio
0.02%
Previous 0.02%

Shares

22 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 15, 2025
SELL
$117.4 - $131.02 $7,278 - $8,123
-62 Reduced 2.63%
2,299 $274,000
Q4 2024

Jan 16, 2025
SELL
$121.89 - $135.52 $4,997 - $5,556
-41 Reduced 1.71%
2,361 $295,000
Q3 2024

Oct 15, 2024
SELL
$111.9 - $124.28 $16,785 - $18,642
-150 Reduced 5.88%
2,402 $296,000
Q2 2024

Jul 15, 2024
SELL
$109.44 - $118.4 $10,396 - $11,248
-95 Reduced 3.59%
2,552 $289,000
Q4 2023

Jan 18, 2024
SELL
$93.05 - $115.17 $9,305 - $11,517
-100 Reduced 3.64%
2,647 $301,000
Q3 2023

Oct 10, 2023
SELL
$99.46 - $111.92 $8,056 - $9,065
-81 Reduced 2.86%
2,747 $277,000
Q2 2023

Jul 13, 2023
SELL
$97.74 - $107.13 $21,307 - $23,354
-218 Reduced 7.16%
2,828 $302,000
Q1 2023

Apr 14, 2023
SELL
$97.23 - $116.09 $2,916 - $3,482
-30 Reduced 0.98%
3,046 $313,000
Q4 2022

Jan 12, 2023
SELL
$91.7 - $106.74 $6,327 - $7,365
-69 Reduced 2.19%
3,076 $0
Q3 2022

Oct 21, 2022
SELL
$90.0 - $107.68 $3,060 - $3,661
-34 Reduced 1.07%
3,145 $283,000
Q1 2022

Apr 25, 2022
SELL
$102.52 - $112.86 $11,994 - $13,204
-117 Reduced 3.55%
3,179 $349,000
Q4 2021

Jan 26, 2022
SELL
$103.36 - $113.35 $20,568 - $22,556
-199 Reduced 5.69%
3,296 $365,000
Q3 2021

Oct 15, 2021
SELL
$99.84 - $108.44 $21,465 - $23,314
-215 Reduced 5.8%
3,495 $360,000
Q2 2021

Jul 20, 2021
SELL
$102.45 - $110.12 $17,211 - $18,500
-168 Reduced 4.33%
3,710 $391,000
Q1 2021

Apr 22, 2021
SELL
$84.81 - $105.35 $15,435 - $19,173
-182 Reduced 4.48%
3,878 $395,000
Q4 2020

Jan 20, 2021
BUY
$68.27 - $86.35 $132,921 - $168,123
1,947 Added 92.14%
4,060 $350,000
Q3 2020

Oct 21, 2020
SELL
$63.93 - $72.86 $53,573 - $61,056
-838 Reduced 28.4%
2,113 $285,000
Q2 2020

Jul 22, 2020
BUY
$50.55 - $75.5 $149,173 - $222,800
2,951 New
2,951 $392,000
Q2 2018

Aug 03, 2018
SELL
N/A
-4,819 Closed
0 $0
Q1 2018

May 03, 2018
BUY
N/A
243 Added 5.31%
4,819 $745,000
Q4 2017

Feb 08, 2018
SELL
N/A
-41 Reduced 0.89%
4,576 $733,000
Q3 2017

Oct 19, 2017
BUY
N/A
4,617
4,617 $705,000

Others Institutions Holding IJJ

# of Institutions
907
Shares Held
42.5M
Call Options Held
184K
Put Options Held
0
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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