Vsm Wealth Advisory, LLC Ishares S&P Midcap 400 Value E Transaction History

Vsm Wealth Advisory, LLC

$280 Billion
Q4 2024

A detailed history of Vsm Wealth Advisory, LLC transactions in Ishares S&P Midcap 400 Value E stock. As of the latest transaction made, Vsm Wealth Advisory, LLC holds 2,148 shares of IJJ stock, worth $254,860. This represents 0.1% of its overall portfolio holdings.

Number of Shares

2,148

Holding current value

$254,860

% of portfolio

0.1%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 10, 2025	BUY	$121.89 - $135.52 $261,819 - $291,096	2,148 New	2,148 $268 Million

Others Institutions Holding IJJ

# of Institutions

889

Shares Held

43M

Call Options Held

1.8K

Put Options Held

Morgan Stanley New York, NY

4.06M
Shares

$482 Million
0.04% of portfolio
Wells Fargo & Company San Francisco, CA

3.58M
Shares

$424 Million
0.1% of portfolio
Bank Of America Corp Charlotte, NC

2.34M
Shares

$278 Million
0.03% of portfolio
Ubs Group Ag

2.15M
Shares

$256 Million
0.05% of portfolio
Envestnet Asset Management Inc

1.86M
Shares

$221 Million
0.08% of portfolio

View Full List

About ISHARES S&P MIDCAP 400 VALUE E

Ticker IJJ
Sector ETFs
Industry ETFs

More about IJJ

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Vsm Wealth Advisory, LLC Ishares S&P Midcap 400 Value E Transaction History