Willner & Heller, LLC Ishares S&P Midcap 400 Value E Transaction History

Willner & Heller, LLC

  • $87.7 Million
  • Q4 2023

A detailed history of Willner & Heller, LLC transactions in Ishares S&P Midcap 400 Value E stock. As of the latest transaction made, Willner & Heller, LLC holds 2,523 shares of IJJ stock, worth $285,754. This represents 0.33% of its overall portfolio holdings.

Number of Shares
2,523
Previous 2,534 0.43%
Holding current value
$285,754
Previous $255,000 12.55%
% of portfolio
0.33%
Previous 0.37%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Mar 06, 2024
SELL
$93.05 - $115.17 $1,023 - $1,266
-11 Reduced 0.43%
2,523 $287,000
Q4 2022

Feb 14, 2023
BUY
$98.46 - $106.74 $3,052 - $3,308
31 Added 1.24%
2,534 $255,000
Q3 2022

Oct 24, 2022
BUY
N/A
18 Added 0.72%
2,503 $225,000
Q2 2022

Jul 22, 2022
BUY
N/A
18 Added 0.73%
2,485 $235,000
Q1 2022

Jul 05, 2022
BUY
N/A
12 Added 0.49%
2,467 $273,000
Q4 2021

Jun 06, 2022
BUY
N/A
2,455 New
2,455 $253,000

Others Institutions Holding IJJ

# of Institutions
772
Shares Held
41.5M
Call Options Held
4.1K
Put Options Held
0
View Full List

About ISHARES S&P MIDCAP 400 VALUE E

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