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

Balance Wealth, LLC

  • $312 Billion
  • Q4 2025

A detailed history of Balance Wealth, LLC transactions in Ishares S&P Midcap 400 Value E stock. As of the latest transaction made, Balance Wealth, LLC holds 124,851 shares of IJJ stock, worth $15.9 Million. This represents 5.27% of its overall portfolio holdings.

Number of Shares
124,851
Previous 251,191 50.3%
Holding current value
$15.9 Million
Previous $32.6 Billion 49.58%
% of portfolio
5.27%
Previous 8.05%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 21, 2026
SELL
$125.45 - $131.1 $15.8 Million - $16.6 Million
-126,340 Reduced 50.3%
124,851 $16.4 Billion
Q3 2025

Oct 20, 2025
BUY
$122.57 - $132.57 $30.8 Million - $33.3 Million
251,191 New
251,191 $32.6 Billion

Others Institutions Holding IJJ

# of Institutions
923
Shares Held
41.8M
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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