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

Exencial Wealth Advisors, LLC

  • $2.97 Billion
  • Q3 2025

A detailed history of Exencial Wealth Advisors, LLC transactions in Ishares S&P Midcap 400 Value E stock. As of the latest transaction made, Exencial Wealth Advisors, LLC holds 2,248 shares of IJJ stock, worth $286,642. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,248
Previous 2,117 6.19%
Holding current value
$286,642
Previous $261,000 11.49%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Oct 27, 2025
BUY
$122.57 - $132.57 $16,056 - $17,366
131 Added 6.19%
2,248 $291,000
Q2 2025

Jul 30, 2025
BUY
$103.88 - $123.68 $219,913 - $261,830
2,117 New
2,117 $261,000

Others Institutions Holding IJJ

# of Institutions
917
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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