Ever Source Wealth Advisors, LLC Ishares S&P Midcap 400 Value E Transaction History

Ever Source Wealth Advisors, LLC

  • $2.2 Billion
  • Q3 2025

A detailed history of Ever Source Wealth Advisors, LLC transactions in Ishares S&P Midcap 400 Value E stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 3,228 shares of IJJ stock, worth $411,602. This represents 0.02% of its overall portfolio holdings.

Number of Shares
3,228
Previous 3,342 3.41%
Holding current value
$411,602
Previous $413,000 1.21%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Nov 10, 2025
SELL
$122.57 - $132.57 $13,972 - $15,112
-114 Reduced 3.41%
3,228 $418,000
Q2 2025

Aug 13, 2025
BUY
$103.88 - $123.68 $149,171 - $177,604
1,436 Added 75.34%
3,342 $413,000
Q1 2025

May 13, 2025
SELL
$117.4 - $131.02 $24,184 - $26,990
-206 Reduced 9.75%
1,906 $228,000
Q4 2024

Feb 07, 2025
SELL
$121.89 - $135.52 $2,194 - $2,439
-18 Reduced 0.85%
2,112 $263,000
Q3 2024

Nov 08, 2024
SELL
$111.9 - $124.28 $62,216 - $69,099
-556 Reduced 20.7%
2,130 $263,000
Q2 2024

Aug 13, 2024
BUY
$109.44 - $118.4 $1,969 - $2,131
18 Added 0.67%
2,686 $304,000
Q1 2024

Jun 11, 2024
BUY
$109.27 - $118.29 $157,458 - $170,455
1,441 Added 117.44%
2,668 $315,000
Q3 2023

Nov 03, 2023
BUY
$99.46 - $111.92 $66,837 - $75,210
672 Added 121.08%
1,227 $123,000
Q1 2023

May 11, 2023
SELL
$97.23 - $116.09 $56,490 - $67,448
-581 Reduced 51.14%
555 $57,000
Q4 2022

Feb 09, 2023
BUY
$91.7 - $106.74 $53,277 - $62,015
581 Added 104.68%
1,136 $114,000
Q3 2022

Nov 07, 2022
BUY
$90.0 - $107.68 $49,950 - $59,762
555 New
555 $50,000

Others Institutions Holding IJJ

# of Institutions
918
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
  • Sector ETFs
  • Industry ETFs
More about IJJ
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