United Capital Financial Advisers, LLC Ishares S&P Midcap 400 Value E Transaction History

United Capital Financial Advisers, LLC

  • $12 Billion
  • Q1 2024

A detailed history of United Capital Financial Advisers, LLC transactions in Ishares S&P Midcap 400 Value E stock. As of the latest transaction made, United Capital Financial Advisers, LLC holds 6,455 shares of IJJ stock, worth $726,122. This represents 0.01% of its overall portfolio holdings.

Number of Shares
6,455
Previous 6,583 1.94%
Holding current value
$726,122
Previous $750,000 1.73%
% of portfolio
0.01%
Previous 0.01%

Shares

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

May 15, 2024
SELL
$109.27 - $118.29 $13,986 - $15,141
-128 Reduced 1.94%
6,455 $763,000
Q4 2023

Feb 14, 2024
SELL
$93.05 - $115.17 $389,507 - $482,101
-4,186 Reduced 38.87%
6,583 $750,000
Q3 2023

Nov 14, 2023
SELL
$99.46 - $111.92 $143,321 - $161,276
-1,441 Reduced 11.8%
10,769 $1.09 Million
Q2 2023

Aug 14, 2023
SELL
$97.74 - $107.13 $22,186 - $24,318
-227 Reduced 1.83%
12,210 $1.31 Million
Q1 2023

Aug 14, 2023
BUY
$97.23 - $116.09 $22,071 - $26,352
227 Added 1.86%
12,437 $1.28 Million
Q1 2023

May 15, 2023
SELL
$97.23 - $116.09 $121,537 - $145,112
-1,250 Reduced 9.13%
12,437 $1.28 Million
Q4 2022

Feb 14, 2023
BUY
$98.46 - $106.74 $95,506 - $103,537
970 Added 7.63%
13,687 $1.38 Million
Q3 2022

Nov 14, 2022
SELL
N/A
-257 Reduced 1.98%
12,717 $1.15 Million
Q2 2022

Aug 11, 2022
SELL
N/A
-220 Reduced 1.67%
12,974 $1.23 Million
Q1 2022

May 16, 2022
SELL
N/A
-112 Reduced 0.84%
13,194 $1.45 Million
Q4 2021

Feb 14, 2022
BUY
N/A
573 Added 4.5%
13,306 $1.47 Million
Q3 2021

Nov 15, 2021
SELL
N/A
-1,148 Reduced 8.27%
12,733 $1.31 Million
Q2 2021

Aug 13, 2021
BUY
N/A
497 Added 3.71%
13,881 $1.46 Million
Q1 2021

May 14, 2021
BUY
N/A
620 Added 4.86%
13,384 $1.36 Million
Q4 2020

Feb 17, 2021
BUY
N/A
4,424 Added 53.05%
12,764 $1.1 Million
Q3 2020

Nov 13, 2020
SELL
N/A
-162 Reduced 1.91%
8,340 $1.13 Million
Q2 2020

Aug 13, 2020
SELL
N/A
-386 Reduced 4.34%
8,502 $1.13 Million
Q1 2020

May 15, 2020
SELL
N/A
-352 Reduced 3.81%
8,888 $975,000
Q4 2019

Feb 14, 2020
BUY
N/A
50 Added 0.54%
9,240 $1.58 Million
Q3 2019

Feb 14, 2020
BUY
N/A
9,190 New
9,190 $1.47 Million
Q3 2019

Nov 14, 2019
SELL
N/A
-7,436 Closed
0 $0
Q2 2019

Aug 13, 2019
SELL
N/A
-6 Reduced 0.08%
7,436 $1.19 Million
Q1 2019

May 14, 2019
SELL
N/A
-295 Reduced 3.81%
7,442 $1.17 Million
Q4 2018

Feb 14, 2019
BUY
N/A
51 Added 0.66%
7,737 $1.07 Million
Q3 2018

Nov 14, 2018
SELL
N/A
-1,339 Reduced 14.84%
7,686 $1.29 Million
Q2 2018

Aug 14, 2018
SELL
N/A
-504 Reduced 5.29%
9,025 $1.46 Million
Q1 2018

May 15, 2018
BUY
N/A
611 Added 6.85%
9,529 $1.47 Million
Q4 2017

Feb 13, 2018
BUY
N/A
482 Added 5.71%
8,918 $1.44 Million
Q3 2017

Nov 14, 2017
BUY
N/A
126 Added 1.52%
8,436 $1.29 Million
Q2 2017

Aug 14, 2017
BUY
N/A
8,310
8,310 $1.24 Million

Others Institutions Holding IJJ

# of Institutions
771
Shares Held
41.5M
Call Options Held
4.1K
Put Options Held
0
View Full List

About ISHARES S&P MIDCAP 400 VALUE E

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