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

Wealth Shield Partners, LLC

$721 Million
Q3 2024

A detailed history of Wealth Shield Partners, LLC transactions in Ishares S&P Midcap 400 Value E stock. As of the latest transaction made, Wealth Shield Partners, LLC holds 9,830 shares of IJJ stock, worth $1.24 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares

9,830

Previous 9,521 3.25%

Holding current value

$1.24 Million

Previous $1.08 Million 12.5%

% of portfolio

0.17%

Previous 0.17%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 04, 2024	BUY	$111.9 - $124.28 $34,577 - $38,402	309 Added 3.25%	9,830 $1.22 Million
Q2 2024 Jul 26, 2024	BUY	$109.44 - $118.4 $984 - $1,065	9 Added 0.09%	9,521 $1.08 Million
Q1 2024 Apr 29, 2024	SELL	$109.27 - $118.29 $58,350 - $63,166	-534 Reduced 5.32%	9,512 $1.13 Million
Q4 2023 Jan 23, 2024	BUY	$93.05 - $115.17 $13,957 - $17,275	150 Added 1.52%	10,046 $1.15 Million
Q3 2023 Oct 25, 2023	SELL	$99.46 - $111.92 $58,780 - $66,144	-591 Reduced 5.64%	9,896 $998,000
Q2 2023 Aug 03, 2023	SELL	$97.74 - $107.13 $37,141 - $40,709	-380 Reduced 3.5%	10,487 $1.12 Million
Q1 2023 May 08, 2023	BUY	$97.23 - $116.09 $5,931 - $7,081	61 Added 0.56%	10,867 $1.12 Million
Q4 2022 Feb 13, 2023	SELL	$91.7 - $106.74 $5,685 - $6,617	-62 Reduced 0.57%	10,806 $1.09 Million
Q2 2022 Aug 11, 2022	BUY	$91.51 - $110.2 $13,085 - $15,758	143 Added 1.33%	10,868 $1.03 Million
Q1 2022 May 09, 2022	BUY	$102.52 - $112.86 $1.1 Million - $1.21 Million	10,725 New	10,725 $1.18 Million

Others Institutions Holding IJJ

# of Institutions

813

Shares Held

40.8M

Call Options Held

8.9K

Put Options Held

View Full List

About ISHARES S&P MIDCAP 400 VALUE E

Ticker IJJ
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Wealth Shield Partners, LLC Ishares S&P Midcap 400 Value E Transaction History