Whalen Wealth Management Inc. Ishares S&P Midcap 400 Value E Transaction History

Whalen Wealth Management Inc.

  • $159 Billion
  • Q2 2025

A detailed history of Whalen Wealth Management Inc. transactions in Ishares S&P Midcap 400 Value E stock. As of the latest transaction made, Whalen Wealth Management Inc. holds 3,012 shares of IJJ stock, worth $372,403. This represents 0.23% of its overall portfolio holdings.

Number of Shares
3,012
Previous 56,574 94.68%
Holding current value
$372,403
Previous $6.77 Billion 94.5%
% of portfolio
0.23%
Previous 4.52%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 04, 2025
SELL
$103.88 - $123.68 $5.56 Million - $6.62 Million
-53,562 Reduced 94.68%
3,012 $372 Million
Q1 2025

Apr 22, 2025
BUY
$117.4 - $131.02 $6.64 Million - $7.41 Million
56,574 New
56,574 $6.77 Billion

Others Institutions Holding IJJ

# of Institutions
909
Shares Held
42.6M
Call Options Held
100
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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