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

Whitaker Myers Wealth Managers, Ltd.

$459 Billion
Q3 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 18,640 shares of IJJ stock, worth $2.38 Million. This represents 0.53% of its overall portfolio holdings.

Number of Shares

18,640

Previous 12,792 45.72%

Holding current value

$2.38 Million

Previous $1.58 Billion 52.96%

% of portfolio

0.53%

Previous 0.4%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 15, 2025	BUY	$122.57 - $132.57 $716,789 - $775,269	5,848 Added 45.72%	18,640 $2.42 Billion
Q2 2025 Jul 07, 2025	BUY	$103.88 - $123.68 $175,557 - $209,019	1,690 Added 15.22%	12,792 $1.58 Billion
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

920

Shares Held

41.9M

Call Options Held

4.8K

Put Options Held

2.7K

View Full List

About ISHARES S&P MIDCAP 400 VALUE E

Ticker IJJ
Sector ETFs
Industry ETFs

More about IJJ

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Whitaker Myers Wealth Managers, Ltd., based on Form 13F filings with the SEC.

News

Stay updated on Whitaker Myers Wealth Managers, Ltd. with notifications on news.

Account

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