Lutz Financial Services LLC Ishares S&P Midcap 400 Value E Transaction History

Lutz Financial Services LLC

  • $1.38 Billion
  • Q3 2025

A detailed history of Lutz Financial Services LLC transactions in Ishares S&P Midcap 400 Value E stock. As of the latest transaction made, Lutz Financial Services LLC holds 120,160 shares of IJJ stock, worth $15.3 Million. This represents 1.13% of its overall portfolio holdings.

Number of Shares
120,160
Previous 120,569 0.34%
Holding current value
$15.3 Million
Previous $14.9 Million 4.62%
% of portfolio
1.13%
Previous 1.16%

Shares

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

Nov 10, 2025
SELL
$122.57 - $132.57 $50,131 - $54,221
-409 Reduced 0.34%
120,160 $15.6 Million
Q2 2025

Jul 29, 2025
SELL
$103.88 - $123.68 $69,703 - $82,989
-671 Reduced 0.55%
120,569 $14.9 Million
Q1 2025

May 07, 2025
SELL
$117.4 - $131.02 $106,481 - $118,835
-907 Reduced 0.74%
121,240 $14.5 Million
Q4 2024

Feb 03, 2025
SELL
$121.89 - $135.52 $87,760 - $97,574
-720 Reduced 0.59%
122,147 $15.3 Million
Q3 2024

Oct 29, 2024
SELL
$111.9 - $124.28 $88,401 - $98,181
-790 Reduced 0.64%
122,867 $15.2 Million
Q2 2024

Jul 29, 2024
SELL
$109.44 - $118.4 $82,736 - $89,510
-756 Reduced 0.61%
123,657 $14 Million
Q1 2024

May 03, 2024
SELL
$109.27 - $118.29 $369,660 - $400,175
-3,383 Reduced 2.65%
124,413 $14.7 Million
Q4 2023

Feb 07, 2024
SELL
$93.05 - $115.17 $132,782 - $164,347
-1,427 Reduced 1.1%
127,796 $14.6 Million
Q3 2023

Nov 03, 2023
SELL
$99.46 - $111.92 $134,867 - $151,763
-1,356 Reduced 1.04%
129,223 $13 Million
Q2 2023

Aug 07, 2023
SELL
$97.74 - $107.13 $49,163 - $53,886
-503 Reduced 0.38%
130,579 $14 Million
Q1 2023

May 01, 2023
SELL
$97.23 - $116.09 $132,427 - $158,114
-1,362 Reduced 1.03%
131,082 $13.5 Million
Q4 2022

Feb 06, 2023
SELL
$91.7 - $106.74 $27,968 - $32,555
-305 Reduced 0.23%
132,444 $13.4 Million
Q3 2022

Oct 21, 2022
SELL
$90.0 - $107.68 $75,690 - $90,558
-841 Reduced 0.63%
132,749 $11.9 Million
Q2 2022

Jul 20, 2022
BUY
$91.51 - $110.2 $6,588 - $7,934
72 Added 0.05%
133,590 $12.6 Million
Q1 2022

Apr 25, 2022
BUY
$102.52 - $112.86 $4,613 - $5,078
45 Added 0.03%
133,518 $14.6 Million
Q4 2021

Jan 19, 2022
SELL
$103.36 - $113.35 $46,615 - $51,120
-451 Reduced 0.34%
133,473 $14.8 Million
Q3 2021

Oct 27, 2021
SELL
$99.84 - $108.44 $43,031 - $46,737
-431 Reduced 0.32%
133,924 $13.8 Million
Q2 2021

Jul 26, 2021
SELL
$102.45 - $110.12 $131,340 - $141,173
-1,282 Reduced 0.95%
134,355 $14.2 Million
Q1 2021

Apr 27, 2021
SELL
$84.81 - $105.35 $533,115 - $662,230
-6,286 Reduced 4.43%
135,637 $13.8 Million
Q4 2020

Feb 12, 2021
BUY
$68.27 - $86.35 $4.76 Million - $6.02 Million
69,730 Added 96.59%
141,923 $12.2 Million
Q3 2020

Nov 05, 2020
SELL
$63.93 - $72.86 $46,477 - $52,969
-727 Reduced 1.0%
72,193 $9.74 Million
Q2 2020

Jul 28, 2020
SELL
$50.55 - $75.5 $33,464 - $49,981
-662 Reduced 0.9%
72,920 $9.69 Million
Q1 2020

Apr 27, 2020
SELL
$46.62 - $86.52 $801,024 - $1.49 Million
-17,182 Reduced 18.93%
73,582 $8.08 Million
Q4 2019

Feb 03, 2020
SELL
$76.36 - $85.59 $89,646 - $100,482
-1,174 Reduced 1.28%
90,764 $15.5 Million
Q3 2019

Oct 31, 2019
SELL
$79.13 - $81.47 $41,068 - $42,282
-519 Reduced 0.56%
91,938 $14.7 Million
Q2 2019

Aug 13, 2019
SELL
N/A
-1,116 Reduced 1.19%
92,457 $14.7 Million
Q1 2019

May 06, 2019
BUY
N/A
6,807 Added 7.85%
93,573 $14.7 Million
Q4 2018

Feb 13, 2019
SELL
N/A
-4,551 Reduced 4.98%
86,766 $12 Million
Q3 2018

Nov 13, 2018
BUY
N/A
3,030 Added 3.43%
91,317 $15.3 Million
Q2 2018

Aug 15, 2018
SELL
N/A
-1,477 Reduced 1.65%
88,287 $14.3 Million
Q1 2018

Apr 17, 2018
SELL
N/A
-1,907 Reduced 2.08%
89,764 $13.9 Million
Q4 2017

Apr 17, 2018
BUY
N/A
91,671
91,671 $14.7 Million

Others Institutions Holding IJJ

# of Institutions
918
Shares Held
41.9M
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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