Marshall & Sterling Wealth Advisors Inc. Ishares S&P Midcap 400 Value E Transaction History

Marshall & Sterling Wealth Advisors Inc.

  • $156 Billion
  • Q3 2025

A detailed history of Marshall & Sterling Wealth Advisors Inc. transactions in Ishares S&P Midcap 400 Value E stock. As of the latest transaction made, Marshall & Sterling Wealth Advisors Inc. holds 237 shares of IJJ stock, worth $30,219. This represents 0.02% of its overall portfolio holdings.

Number of Shares
237
Previous 337 29.67%
Holding current value
$30,219
Previous $41.6 Million 26.22%
% of portfolio
0.02%
Previous 0.03%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 07, 2025
SELL
$122.57 - $132.57 $12,257 - $13,257
-100 Reduced 29.67%
237 $30.7 Million
Q1 2025

May 15, 2025
BUY
$117.4 - $131.02 $117 - $131
1 Added 0.3%
337 $40.3 Million
Q4 2024

Feb 14, 2025
BUY
$121.89 - $135.52 $40,955 - $45,534
336 New
336 $41.9 Million

Others Institutions Holding IJJ

# of Institutions
918
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

IJJ Quotes by TradingView
  • Ticker IJJ
  • Sector ETFs
  • Industry ETFs
More about IJJ
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