Investmark Advisory Group LLC Ishares S&P Midcap 400 Value E Transaction History

Investmark Advisory Group LLC

  • $214 Million
  • Q3 2025

A detailed history of Investmark Advisory Group LLC transactions in Ishares S&P Midcap 400 Value E stock. As of the latest transaction made, Investmark Advisory Group LLC holds 1,721 shares of IJJ stock, worth $219,444. This represents 0.1% of its overall portfolio holdings.

Number of Shares
1,721
Previous 1,715 0.35%
Holding current value
$219,444
Previous $211,000 5.69%
% of portfolio
0.1%
Previous 0.11%

Shares

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

Oct 23, 2025
BUY
$122.57 - $132.57 $735 - $795
6 Added 0.35%
1,721 $223,000
Q2 2025

Aug 14, 2025
BUY
$103.88 - $123.68 $178,154 - $212,111
1,715 New
1,715 $211,000
Q4 2021

May 03, 2022
BUY
$103.36 - $113.35 $40,310 - $44,206
390 New
390 $43,000

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

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