Evergreen Private Wealth LLC Ishares S&P Midcap 400 Value E Transaction History

Evergreen Private Wealth LLC

  • $216 Billion
  • Q3 2024

A detailed history of Evergreen Private Wealth LLC transactions in Ishares S&P Midcap 400 Value E stock. As of the latest transaction made, Evergreen Private Wealth LLC holds 746 shares of IJJ stock, worth $94,063. This represents 0.04% of its overall portfolio holdings.

Number of Shares
746
Previous 749 0.4%
Holding current value
$94,063
Previous $85 Million 8.52%
% of portfolio
0.04%
Previous 0.04%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 31, 2024
SELL
$111.9 - $124.28 $335 - $372
-3 Reduced 0.4%
746 $92.2 Million
Q2 2024

Aug 12, 2024
SELL
$109.44 - $118.4 $141,615 - $153,209
-1,294 Reduced 63.34%
749 $85 Million
Q1 2024

Apr 16, 2024
SELL
$109.27 - $118.29 $173,411 - $187,726
-1,587 Reduced 43.72%
2,043 $242 Million
Q4 2023

Feb 08, 2024
BUY
$93.05 - $115.17 $337,771 - $418,067
3,630 New
3,630 $414 Million

Others Institutions Holding IJJ

# of Institutions
813
Shares Held
40.8M
Call Options Held
8.9K
Put Options Held
2K
View Full List

About ISHARES S&P MIDCAP 400 VALUE E

IJJ Quotes by TradingView
  • Ticker IJJ
  • Sector ETFs
  • Industry ETFs
More about IJJ
Track This Portfolio

Track Evergreen Private Wealth LLC Portfolio

Follow Evergreen Private Wealth LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Evergreen Private Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Evergreen Private Wealth LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email