Certified Advisory Corp Ishares S&P Midcap 400 Value E Transaction History

Certified Advisory Corp

$910 Million
Q4 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 May 10, 2021	SELL	$84.81 - $105.35 $73,106 - $90,811	-862 Closed	0 $0
Q2 2020 Jul 27, 2020	SELL	$50.55 - $75.5 $95,286 - $142,317	-1,885 Reduced 68.62%	862 $115,000
Q1 2020 Apr 27, 2020	SELL	$46.62 - $86.52 $151,468 - $281,103	-3,249 Reduced 54.19%	2,747 $301,000
Q4 2019 Jan 29, 2020	BUY	$76.36 - $85.59 $7,636 - $8,559	100 Added 1.7%	5,996 $1.02 Million
Q3 2019 Nov 12, 2019	SELL	$79.13 - $81.47 $23,105 - $23,789	-292 Reduced 4.72%	5,896 $943,000
Q2 2019 Aug 07, 2019	BUY	N/A	604 Added 10.82%	6,188 $987,000
Q1 2019 May 07, 2019	BUY	N/A	2,229 Added 66.44%	5,584 $877,000
Q4 2018 Feb 04, 2019	BUY	N/A	1,168 Added 53.41%	3,355 $464,000
Q3 2018 Nov 13, 2018	BUY	N/A	1,044 Added 91.34%	2,187 $366,000
Q1 2018 Apr 30, 2018	SELL	N/A	-51 Reduced 4.27%	1,143 $176,000
Q4 2017 Feb 22, 2018	BUY	N/A	1,194	1,194 $191,000

Others Institutions Holding IJJ

# of Institutions

893

Shares Held

43M

Call Options Held

1.8K

Put Options Held

0

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