Whitaker Myers Wealth Managers, Ltd. Ishares S&P Midcap 400 Value E Transaction History

Whitaker Myers Wealth Managers, Ltd.

  • $357 Billion
  • Q1 2025

A detailed history of Whitaker Myers Wealth Managers, Ltd. transactions in Ishares S&P Midcap 400 Value E stock. As of the latest transaction made, Whitaker Myers Wealth Managers, Ltd. holds 11,102 shares of IJJ stock, worth $1.41 Million. This represents 0.37% of its overall portfolio holdings.

Number of Shares
11,102
Previous 9,408 18.01%
Holding current value
$1.41 Million
Previous $1.18 Billion 13.07%
% of portfolio
0.37%
Previous 0.34%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 14, 2025
BUY
$117.4 - $131.02 $198,875 - $221,947
1,694 Added 18.01%
11,102 $1.33 Billion
Q4 2024

Jan 15, 2025
SELL
$121.89 - $135.52 $475,736 - $528,934
-3,903 Reduced 29.32%
9,408 $1.18 Billion
Q3 2024

Oct 18, 2024
BUY
$111.9 - $124.28 $54,047 - $60,027
483 Added 3.77%
13,311 $1.65 Billion
Q2 2024

Jul 26, 2024
SELL
$109.44 - $118.4 $309,058 - $334,361
-2,824 Reduced 18.04%
12,828 $1.46 Billion
Q1 2024

Apr 12, 2024
SELL
$109.27 - $118.29 $45,128 - $48,853
-413 Reduced 2.57%
15,652 $1.85 Billion
Q4 2023

Jan 12, 2024
BUY
$93.05 - $115.17 $204,430 - $253,028
2,197 Added 15.84%
16,065 $1.83 Billion
Q3 2023

Oct 05, 2023
BUY
$99.46 - $111.92 $182,807 - $205,708
1,838 Added 15.28%
13,868 $1.4 Billion
Q2 2023

Jul 13, 2023
BUY
$97.74 - $107.13 $11,337 - $12,427
116 Added 0.97%
12,030 $1.29 Billion
Q1 2023

Apr 21, 2023
BUY
$97.23 - $116.09 $159,554 - $190,503
1,641 Added 15.97%
11,914 $1.22 Billion
Q4 2022

Apr 21, 2023
BUY
$91.7 - $106.74 $942,034 - $1.1 Million
10,273 New
10,273 $1.04 Billion

Others Institutions Holding IJJ

# of Institutions
903
Shares Held
43.4M
Call Options Held
100
Put Options Held
216
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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