Wealthspire Advisors, LLC Ishares S&P Midcap 400 Value E Transaction History

Wealthspire Advisors, LLC

  • $7.49 Billion
  • Q1 2024

A detailed history of Wealthspire Advisors, LLC transactions in Ishares S&P Midcap 400 Value E stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 86,648 shares of IJJ stock, worth $9.75 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares
86,648
Previous 81,971 5.71%
Holding current value
$9.75 Million
Previous $9.35 Million 9.65%
% of portfolio
0.14%
Previous 0.13%

Shares

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

May 06, 2024
BUY
$109.27 - $118.29 $511,055 - $553,242
4,677 Added 5.71%
86,648 $10.2 Million
Q4 2023

Feb 06, 2024
SELL
$93.05 - $115.17 $176,329 - $218,247
-1,895 Reduced 2.26%
81,971 $9.35 Million
Q3 2023

Nov 06, 2023
BUY
$99.46 - $111.92 $7.05 Million - $7.93 Million
70,863 Added 544.97%
83,866 $8.46 Million
Q2 2023

Jul 31, 2023
SELL
$97.74 - $107.13 $51,020 - $55,921
-522 Reduced 3.86%
13,003 $1.39 Million
Q1 2023

May 09, 2023
SELL
$97.23 - $116.09 $6,028 - $7,197
-62 Reduced 0.46%
13,525 $1.39 Million
Q4 2022

Feb 13, 2023
BUY
$98.46 - $106.74 $552,754 - $599,238
5,614 Added 70.41%
13,587 $1.37 Million
Q3 2022

Nov 14, 2022
BUY
N/A
2,779 Added 53.5%
7,973 $718,000
Q2 2022

Aug 09, 2022
BUY
N/A
88 Added 1.72%
5,194 $490,000
Q1 2022

May 09, 2022
BUY
N/A
330 Added 6.91%
5,106 $560,000
Q4 2021

Feb 14, 2022
SELL
N/A
-127 Reduced 2.59%
4,776 $529,000
Q3 2021

Nov 15, 2021
SELL
N/A
-1,109 Reduced 18.45%
4,903 $505,000
Q2 2021

Aug 13, 2021
SELL
N/A
-19 Reduced 0.32%
6,012 $633,000
Q1 2021

May 17, 2021
BUY
N/A
4 Added 0.07%
6,031 $615,000
Q4 2020

Feb 16, 2021
BUY
N/A
6,027 New
6,027 $520,000
Q2 2020

Aug 14, 2020
SELL
N/A
-4,999 Closed
0 $0
Q1 2020

May 12, 2020
BUY
N/A
4,999 New
4,999 $549,000

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

IJJ Quotes by TradingView
  • Ticker IJJ
  • Sector ETFs
  • Industry ETFs
More about IJJ
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