A detailed history of Western Pacific Wealth Management, LP transactions in Ishares S&P Midcap 400 Value E stock. As of the latest transaction made, Western Pacific Wealth Management, LP holds 668 shares of IJJ stock, worth $82,371. This represents 0.06% of its overall portfolio holdings.

Number of Shares
668
Previous 668 -0.0%
Holding current value
$82,371
Previous $79,000 5.06%
% of portfolio
0.06%
Previous 0.06%

Shares

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

May 15, 2024

BUY
$109.27 - $118.29 $109 - $118
1 Added 0.15%
668 $79,000
Q2 2023

Aug 08, 2023

SELL
$97.74 - $107.13 $32,547 - $35,674
-333 Reduced 33.3%
667 $71,000
Q2 2022

Aug 01, 2022

SELL
$91.51 - $110.2 $4,575 - $5,510
-50 Reduced 4.76%
1,000 $94,000
Q1 2022

Apr 21, 2022

BUY
$102.52 - $112.86 $5,126 - $5,643
50 Added 5.0%
1,050 $115,000
Q4 2021

Feb 14, 2022

BUY
$103.36 - $113.35 $103,360 - $113,350
1,000 New
1,000 $110,000

Others Institutions Holding IJJ

About ISHARES S&P MIDCAP 400 VALUE E


  • Ticker IJJ
  • Sector ETFs
  • Industry ETFs
More about IJJ
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