Liberty Wealth Management LLC Ishares S&P Midcap 400 Value E Transaction History

Liberty Wealth Management LLC

$578 Million
Q4 2024

A detailed history of Liberty Wealth Management LLC transactions in Ishares S&P Midcap 400 Value E stock. As of the latest transaction made, Liberty Wealth Management LLC holds 3,673 shares of IJJ stock, worth $460,961. This represents 0.08% of its overall portfolio holdings.

Number of Shares

3,673

Previous 3,654 0.52%

Holding current value

$460,961

Previous $451,000 1.55%

% of portfolio

0.08%

Previous 0.08%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	BUY	$121.89 - $135.52 $2,315 - $2,574	19 Added 0.52%	3,673 $458,000
Q3 2024 Nov 01, 2024	SELL	$111.9 - $124.28 $43.5 Million - $48.4 Million	-389,092 Reduced 99.07%	3,654 $451,000
Q2 2024 Aug 06, 2024	BUY	$109.44 - $118.4 $43 Million - $46.5 Million	392,746 New	392,746 $412,000
Q4 2021 Feb 15, 2022	SELL	$103.36 - $113.35 $42,584 - $46,700	-412 Closed	0 $0
Q2 2021 Aug 13, 2021	SELL	$102.45 - $110.12 $4.4 Million - $4.73 Million	-42,988 Reduced 99.05%	412 $43,000
Q2 2021 Aug 13, 2021	BUY	$102.45 - $110.12 $4.4 Million - $4.73 Million	42,988 Added 10433.98%	43,400 $412,000
Q4 2020 Feb 09, 2021	BUY	$68.27 - $86.35 $14,063 - $17,788	206 Added 100.0%	412 $36,000
Q2 2020 Aug 04, 2020	BUY	$50.55 - $75.5 $7,531 - $11,249	149 Added 261.4%	206 $27,000
Q4 2018 Mar 26, 2019	BUY	N/A	57 New	57 $7,000

Others Institutions Holding IJJ

# of Institutions

888

Shares Held

43M

Call Options Held

1.8K

Put Options Held

View Full List

About ISHARES S&P MIDCAP 400 VALUE E

Ticker IJJ
Sector ETFs
Industry ETFs

More about IJJ

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Liberty Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Liberty Wealth Management LLC with notifications on news.

Account

Liberty Wealth Management LLC Ishares S&P Midcap 400 Value E Transaction History