Heritage Family Offices, LLP Ishares S&P Midcap 400 Value E Transaction History

Heritage Family Offices, LLP

  • $200 Billion
  • Q4 2024

A detailed history of Heritage Family Offices, LLP transactions in Ishares S&P Midcap 400 Value E stock. As of the latest transaction made, Heritage Family Offices, LLP holds 2,229 shares of IJJ stock, worth $261,684. This represents 0.14% of its overall portfolio holdings.

Number of Shares
2,229
Previous 2,218 0.5%
Holding current value
$261,684
Previous $274 Million 1.61%
% of portfolio
0.14%
Previous 0.14%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 14, 2025
BUY
$121.89 - $135.52 $1,340 - $1,490
11 Added 0.5%
2,229 $279 Million
Q3 2024

Oct 16, 2024
BUY
$111.9 - $124.28 $1,566 - $1,739
14 Added 0.64%
2,218 $274 Million
Q2 2024

Aug 01, 2024
BUY
$109.44 - $118.4 $241,205 - $260,953
2,204 New
2,204 $250 Million

Others Institutions Holding IJJ

# of Institutions
889
Shares Held
43M
Call Options Held
1.8K
Put Options Held
0
View Full List

About ISHARES S&P MIDCAP 400 VALUE E

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