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

Bogart Wealth, LLC

$2.46 Billion
Q3 2025

A detailed history of Bogart Wealth, LLC transactions in Ishares S&P Midcap 400 Value E stock. As of the latest transaction made, Bogart Wealth, LLC holds 1,940 shares of IJJ stock, worth $247,369. This represents 0.01% of its overall portfolio holdings.

Number of Shares

1,940

Previous 1,940 -0.0%

Holding current value

$247,369

Previous $239,000 5.02%

% of portfolio

0.01%

Previous 0.01%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 29, 2025	BUY	$103.88 - $123.68 $77,598 - $92,388	747 Added 62.62%	1,940 $239,000
Q3 2024 Oct 22, 2024	BUY	$111.9 - $124.28 $3,133 - $3,479	28 Added 2.4%	1,193 $147,000
Q2 2024 Jul 31, 2024	SELL	$109.44 - $118.4 $3,064 - $3,315	-28 Reduced 2.35%	1,165 $132,000
Q1 2024 Apr 25, 2024	BUY	$109.27 - $118.29 $3,059 - $3,312	28 Added 2.4%	1,193 $141,000
Q1 2023 Apr 21, 2023	BUY	$97.23 - $116.09 $99,563 - $118,876	1,024 Added 726.24%	1,165 $119,000

Q4 2022 Feb 06, 2023	SELL	$91.7 - $106.74 $4,401 - $5,123	-48 Reduced 25.4%	141 $14,000
Q3 2022 Nov 03, 2022	BUY	$90.0 - $107.68 $4,320 - $5,168	48 Added 34.04%	189 $17,000
Q2 2022 Jul 22, 2022	BUY	$91.51 - $110.2 $91 - $110	1 Added 0.71%	141 $13,000
Q1 2022 Apr 22, 2022	SELL	$102.52 - $112.86 $615 - $677	-6 Reduced 4.11%	140 $15,000
Q3 2021 Oct 15, 2021	SELL	$99.84 - $108.44 $4,892 - $5,313	-49 Reduced 25.13%	146 $15,000
Q2 2021 Aug 06, 2021	BUY	$102.45 - $110.12 $14,343 - $15,416	140 Added 254.55%	195 $21,000
Q1 2021 Apr 16, 2021	BUY	$84.81 - $105.35 $4,664 - $5,794	55 New	55 $6,000

Others Institutions Holding IJJ

# of Institutions

918

Shares Held

41.8M

Call Options Held

4.8K

Put Options Held

2.7K

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About ISHARES S&P MIDCAP 400 VALUE E

Ticker IJJ
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Bogart Wealth, LLC Ishares S&P Midcap 400 Value E Transaction History