Concord Wealth Partners Ishares S&P Midcap 400 Value E Transaction History

Concord Wealth Partners

  • $710 Million
  • Q3 2025

A detailed history of Concord Wealth Partners transactions in Ishares S&P Midcap 400 Value E stock. As of the latest transaction made, Concord Wealth Partners holds 1,048 shares of IJJ stock, worth $133,630. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,048
Previous 1,043 0.48%
Holding current value
$133,630
Previous $128,000 5.47%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Nov 05, 2025
BUY
$122.57 - $132.57 $612 - $662
5 Added 0.48%
1,048 $135,000
Q2 2025

Jul 25, 2025
BUY
$103.88 - $123.68 $415 - $494
4 Added 0.38%
1,043 $128,000
Q1 2025

May 02, 2025
BUY
$117.4 - $131.02 $469 - $524
4 Added 0.39%
1,039 $124,000
Q4 2024

Jan 23, 2025
BUY
$121.89 - $135.52 $609 - $677
5 Added 0.49%
1,035 $129,000
Q3 2024

Oct 24, 2024
BUY
$111.9 - $124.28 $671 - $745
6 Added 0.59%
1,030 $127,000
Q2 2024

Jul 31, 2024
BUY
$109.44 - $118.4 $547 - $592
5 Added 0.49%
1,024 $116,000
Q1 2024

Apr 30, 2024
BUY
$109.27 - $118.29 $327 - $354
3 Added 0.3%
1,019 $120,000
Q4 2023

Apr 30, 2024
BUY
$93.05 - $115.17 $1,023 - $1,266
11 Added 1.09%
1,016 $115,000
Q4 2023

Feb 05, 2024
BUY
$93.05 - $115.17 $1,023 - $1,266
11 Added 1.09%
1,016 $115,000
Q3 2023

Apr 30, 2024
SELL
$99.46 - $111.92 $1,094 - $1,231
-11 Reduced 1.08%
1,005 $101,000
Q2 2023

Aug 07, 2023
BUY
$97.74 - $107.13 $293 - $321
3 Added 0.3%
1,005 $107,000
Q1 2023

Apr 26, 2023
BUY
$97.23 - $116.09 $388 - $464
4 Added 0.4%
1,002 $102,000
Q4 2022

Jan 27, 2023
BUY
$91.7 - $106.74 $91,516 - $106,526
998 New
998 $100,000
Q2 2022

Aug 04, 2022
BUY
$91.51 - $110.2 $457 - $551
5 Added 0.41%
1,216 $115,000
Q1 2022

Apr 20, 2022
SELL
$102.52 - $112.86 $12,815 - $14,107
-125 Reduced 9.36%
1,211 $133,000
Q4 2021

Jan 21, 2022
BUY
$103.36 - $113.35 $138,088 - $151,435
1,336 New
1,336 $148,000

Others Institutions Holding IJJ

# of Institutions
919
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
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More about IJJ
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