Confluence Wealth Services, Inc. Ishares S&P Midcap 400 Value E Transaction History

Confluence Wealth Services, Inc.

  • $1.38 Billion
  • Q4 2024

A detailed history of Confluence Wealth Services, Inc. transactions in Ishares S&P Midcap 400 Value E stock. As of the latest transaction made, Confluence Wealth Services, Inc. holds 2,478 shares of IJJ stock, worth $316,812. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,478
Previous 2,478 -0.0%
Holding current value
$316,812
Previous $306,000 0.98%
% of portfolio
0.02%
Previous 0.02%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 01, 2023
BUY
$99.46 - $111.92 $5,370 - $6,043
54 Added 2.23%
2,478 $250,000
Q4 2022

Feb 10, 2023
BUY
$91.7 - $106.74 $222,280 - $258,737
2,424 New
2,424 $244,000
Q1 2022

Apr 26, 2022
SELL
$102.52 - $112.86 $114,412 - $125,951
-1,116 Closed
0 $0
Q4 2021

Feb 10, 2022
BUY
$103.36 - $113.35 $115,349 - $126,498
1,116 New
1,116 $123,000

Others Institutions Holding IJJ

# of Institutions
888
Shares Held
43M
Call Options Held
1.8K
Put Options Held
0
View Full List

About ISHARES S&P MIDCAP 400 VALUE E

IJJ Quotes by TradingView
  • Ticker IJJ
  • Sector ETFs
  • Industry ETFs
More about IJJ
Track This Portfolio

Track Confluence Wealth Services, Inc. Portfolio

Follow Confluence Wealth Services, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Confluence Wealth Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Confluence Wealth Services, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email