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

Whitaker Myers Wealth Managers, Ltd.

$343 Billion
Q4 2024

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 9,408 shares of IJJ stock, worth $1.22 Million. This represents 0.34% of its overall portfolio holdings.

Number of Shares

9,408

Previous 13,311 29.32%

Holding current value

$1.22 Million

Previous $1.65 Billion 28.55%

% of portfolio

0.34%

Previous 0.55%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

837

Shares Held

41M

Call Options Held

Put Options Held

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About ISHARES S&P MIDCAP 400 VALUE E

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