Family Wealth Group, LLC Ishares S&P Midcap 400 Value E Transaction History

Family Wealth Group, LLC

$105 Million
Q3 2025

A detailed history of Family Wealth Group, LLC transactions in Ishares S&P Midcap 400 Value E stock. As of the latest transaction made, Family Wealth Group, LLC holds 3,198 shares of IJJ stock, worth $407,776. This represents 0.39% of its overall portfolio holdings.

Number of Shares

3,198

Previous 3,174 0.76%

Holding current value

$407,776

Previous $392,000 5.61%

% of portfolio

0.39%

Previous 0.41%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 29, 2025	BUY	$122.57 - $132.57 $2,941 - $3,181	24 Added 0.76%	3,198 $414,000
Q2 2025 Aug 04, 2025	BUY	$103.88 - $123.68 $329,715 - $392,560	3,174 New	3,174 $392,000
Q1 2025 May 14, 2025	SELL	$117.4 - $131.02 $498,832 - $556,703	-4,249 Closed	0 $0
Q4 2024 May 14, 2025	SELL	$121.89 - $135.52 $50,828 - $56,511	-417 Reduced 8.94%	4,249 $530,000
Q3 2024 Apr 01, 2025	BUY	$111.9 - $124.28 $6,490 - $7,208	58 Added 1.26%	4,666 $576,000

Q3 2024 Nov 14, 2024	BUY	$111.9 - $124.28 $6,602 - $7,332	59 Added 1.28%	4,666 $576,000
Q2 2024 Apr 01, 2025	BUY	$109.44 - $118.4 $656 - $710	6 Added 0.13%	4,608 $522,000
Q2 2024 Aug 14, 2024	BUY	$109.44 - $118.4 $547 - $592	5 Added 0.11%	4,607 $522,000
Q1 2024 Apr 01, 2025	SELL	$109.27 - $118.29 $34,201 - $37,024	-313 Reduced 6.37%	4,602 $544 Million
Q1 2024 Aug 14, 2024	SELL	$109.27 - $118.29 $34,201 - $37,024	-313 Reduced 6.37%	4,602 $544,000
Q4 2023 Apr 01, 2025	BUY	$93.05 - $115.17 $23,169 - $28,677	249 Added 5.34%	4,915 $560 Million
Q4 2023 Feb 14, 2024	BUY	$93.05 - $115.17 $457,340 - $566,060	4,915 New	4,915 $560,000

Others Institutions Holding IJJ

# of Institutions

918

Shares Held

41.8M

Call Options Held

4.8K

Put Options Held

2.7K

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About ISHARES S&P MIDCAP 400 VALUE E

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Family Wealth Group, LLC Ishares S&P Midcap 400 Value E Transaction History