Crestwood Advisors Group LLC Ishares S&P Midcap 400 Value E Transaction History

Crestwood Advisors Group LLC

  • $5.73 Billion
  • Q3 2025

A detailed history of Crestwood Advisors Group LLC transactions in Ishares S&P Midcap 400 Value E stock. As of the latest transaction made, Crestwood Advisors Group LLC holds 4,781 shares of IJJ stock, worth $609,625. This represents 0.01% of its overall portfolio holdings.

Number of Shares
4,781
Previous 5,434 12.02%
Holding current value
$609,625
Previous $671,000 7.6%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 07, 2025
SELL
$122.57 - $132.57 $80,038 - $86,568
-653 Reduced 12.02%
4,781 $620,000
Q2 2025

Aug 05, 2025
BUY
$103.88 - $123.68 $79,156 - $94,244
762 Added 16.31%
5,434 $671,000
Q1 2025

May 05, 2025
BUY
$117.4 - $131.02 $148,863 - $166,133
1,268 Added 37.25%
4,672 $559,000
Q4 2024

Feb 04, 2025
SELL
$121.89 - $135.52 $92,514 - $102,859
-759 Reduced 18.23%
3,404 $425,000
Q3 2024

Oct 30, 2024
SELL
$111.9 - $124.28 $59,307 - $65,868
-530 Reduced 11.29%
4,163 $514,000
Q2 2024

Aug 01, 2024
BUY
$109.44 - $118.4 $103,311 - $111,769
944 Added 25.18%
4,693 $532,000
Q1 2024

May 08, 2024
BUY
$109.27 - $118.29 $30,049 - $32,529
275 Added 7.92%
3,749 $443,000
Q4 2023

Jan 29, 2024
BUY
$93.05 - $115.17 $20,191 - $24,991
217 Added 6.66%
3,474 $396,000
Q3 2023

Nov 15, 2023
BUY
$99.46 - $111.92 $323,941 - $364,523
3,257 New
3,257 $328,000

Others Institutions Holding IJJ

# of Institutions
920
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

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  • Ticker IJJ
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