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

Venturi Wealth Management, LLC

  • $1.57 Billion
  • Q2 2024

A detailed history of Venturi Wealth Management, LLC transactions in Ishares S&P Midcap 400 Value E stock. As of the latest transaction made, Venturi Wealth Management, LLC holds 553 shares of IJJ stock, worth $67,681. This represents 0.0% of its overall portfolio holdings.

Number of Shares
553
Previous 553 -0.0%
Holding current value
$67,681
Previous $65,000 4.62%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Apr 23, 2024
SELL
$109.27 - $118.29 $94,846 - $102,675
-868 Reduced 61.08%
553 $65,000
Q4 2023

Jan 23, 2024
BUY
$93.05 - $115.17 $132,224 - $163,656
1,421 New
1,421 $162,000

Others Institutions Holding IJJ

# of Institutions
786
Shares Held
42.2M
Call Options Held
100
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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