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

Wealthsource Partners, LLC

  • $1.52 Billion
  • Q4 2023

A detailed history of Wealthsource Partners, LLC transactions in Ishares S&P Midcap 400 Value E stock. As of the latest transaction made, Wealthsource Partners, LLC holds 2,847 shares of IJJ stock, worth $368,316. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,847
Previous 2,847 -0.0%
Holding current value
$368,316
Previous $287,000 12.89%
% of portfolio
0.02%
Previous 0.02%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Aug 14, 2023
SELL
$97.74 - $107.13 $21,600 - $23,675
-221 Reduced 7.2%
2,847 $304,000
Q1 2023

May 15, 2023
BUY
$97.23 - $116.09 $19,446 - $23,218
200 Added 6.97%
3,068 $315,000
Q4 2022

Feb 09, 2023
SELL
$91.7 - $106.74 $48,601 - $56,572
-530 Reduced 15.6%
2,868 $289,000
Q3 2022

Nov 14, 2022
SELL
$90.0 - $107.68 $16,110 - $19,274
-179 Reduced 5.0%
3,398 $306,000
Q2 2022

Aug 10, 2022
SELL
$91.51 - $110.2 $43,009 - $51,794
-470 Reduced 11.61%
3,577 $338,000
Q1 2022

May 09, 2022
SELL
$102.52 - $112.86 $12,507 - $13,768
-122 Reduced 2.93%
4,047 $444,000
Q3 2021

Nov 18, 2021
SELL
$99.84 - $108.44 $92,851 - $100,849
-930 Reduced 18.24%
4,169 $430,000
Q2 2021

Nov 18, 2021
SELL
$102.45 - $110.12 $18,645 - $20,041
-182 Reduced 3.45%
5,099 $537,000
Q4 2020

Feb 12, 2021
BUY
$68.27 - $86.35 $147,668 - $186,775
2,163 Added 69.37%
5,281 $456,000
Q2 2020

Aug 17, 2020
SELL
$50.55 - $75.5 $133,805 - $199,848
-2,647 Reduced 45.92%
3,118 $415,000
Q1 2020

May 12, 2020
SELL
$46.62 - $86.52 $527,645 - $979,233
-11,318 Reduced 66.25%
5,765 $633,000
Q4 2019

Feb 12, 2020
SELL
$76.36 - $85.59 $236,639 - $265,243
-3,099 Reduced 15.36%
17,083 $2.92 Million
Q3 2019

Nov 15, 2019
BUY
$79.13 - $81.47 $511,575 - $526,703
6,465 Added 47.13%
20,182 $3.23 Million
Q2 2019

Aug 09, 2019
BUY
N/A
4,979 Added 56.98%
13,717 $2.19 Million
Q1 2019

May 16, 2019
BUY
N/A
5,645 Added 182.51%
8,738 $1.37 Million
Q1 2018

Apr 16, 2018
BUY
N/A
1,069 Added 52.82%
3,093 $459,000
Q4 2017

Feb 16, 2018
SELL
N/A
-377 Reduced 15.7%
2,024 $324,000
Q3 2017

Nov 20, 2017
SELL
N/A
-311 Reduced 11.47%
2,401 $367,000
Q2 2017

Aug 16, 2017
BUY
N/A
2,712
2,712 $403,000

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
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