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

Wellspring Financial Advisors, LLC

  • $633 Billion
  • Q1 2024

A detailed history of Wellspring Financial Advisors, LLC transactions in Ishares S&P Midcap 400 Value E stock. As of the latest transaction made, Wellspring Financial Advisors, LLC holds 11,919 shares of IJJ stock, worth $1.35 Million. This represents 0.22% of its overall portfolio holdings.

Number of Shares
11,919
Previous 11,919 -0.0%
Holding current value
$1.35 Million
Previous $1.36 Billion 3.73%
% of portfolio
0.22%
Previous 0.34%

Shares

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

Aug 11, 2023
SELL
$97.74 - $107.13 $12,119 - $13,284
-124 Reduced 1.03%
11,919 $1.28 Billion
Q2 2021

Aug 13, 2021
BUY
N/A
3,535 Added 41.55%
12,043 $1.27 Million
Q1 2021

May 17, 2021
SELL
N/A
-3,575 Reduced 29.59%
8,508 $934,000
Q4 2020

Feb 16, 2021
BUY
N/A
3,865 Added 47.03%
12,083 $1.04 Million
Q3 2020

Nov 13, 2020
SELL
N/A
-94 Reduced 1.13%
8,218 $1.11 Million
Q2 2020

Aug 14, 2020
SELL
N/A
-196 Reduced 2.3%
8,312 $1.11 Million
Q1 2020

May 14, 2020
BUY
N/A
8,508 New
8,508 $934,000

Others Institutions Holding IJJ

# of Institutions
769
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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