Moneywise, Inc. Ishares S&P Midcap 400 Value E Transaction History

Moneywise, Inc.

$186 Million
Q4 2024

A detailed history of Moneywise, Inc. transactions in Ishares S&P Midcap 400 Value E stock. As of the latest transaction made, Moneywise, Inc. holds 1,639 shares of IJJ stock, worth $212,545. This represents 0.11% of its overall portfolio holdings.

Number of Shares

1,639

Previous 1,633 0.37%

Holding current value

$212,545

Previous $201,000 1.49%

% of portfolio

0.11%

Previous 0.1%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 27, 2025	BUY	$121.89 - $135.52 $731 - $813	6 Added 0.37%	1,639 $204,000
Q3 2024 Oct 21, 2024	BUY	$111.9 - $124.28 $182,732 - $202,949	1,633 New	1,633 $201,000
Q4 2023 Jan 29, 2024	BUY	$93.05 - $115.17 $2,140 - $2,648	23 Added 0.86%	2,712 $309,000
Q2 2023 Jul 24, 2023	BUY	$97.74 - $107.13 $684 - $749	7 Added 0.26%	2,689 $288,000
Q1 2023 Apr 21, 2023	BUY	$97.23 - $116.09 $972 - $1,160	10 Added 0.37%	2,682 $275,000
Q4 2022 Jan 30, 2023	BUY	$91.7 - $106.74 $1,100 - $1,280	12 Added 0.45%	2,672 $269,000
Q3 2022 Nov 03, 2022	SELL	$90.0 - $107.68 $31,050 - $37,149	-345 Reduced 11.48%	2,660 $239,000
Q2 2022 Aug 02, 2022	BUY	$91.51 - $110.2 $915 - $1,102	10 Added 0.33%	3,005 $284,000
Q1 2022 Apr 20, 2022	SELL	$102.52 - $112.86 $73,301 - $80,694	-715 Reduced 19.27%	2,995 $328,000
Q4 2021 Jan 12, 2022	BUY	$103.36 - $113.35 $206 - $226	2 Added 0.05%	3,710 $411,000
Q3 2021 Oct 12, 2021	SELL	$99.84 - $108.44 $37,040 - $40,231	-371 Reduced 9.1%	3,708 $382,000
Q2 2021 Jul 22, 2021	SELL	$102.45 - $110.12 $8,708 - $9,360	-85 Reduced 2.04%	4,079 $430,000
Q1 2021 Apr 14, 2021	SELL	$84.81 - $105.35 $6,869 - $8,533	-81 Reduced 1.91%	4,164 $424,000
Q4 2020 Jan 15, 2021	BUY	$68.27 - $86.35 $142,069 - $179,694	2,081 Added 96.16%	4,245 $366,000
Q3 2020 Oct 13, 2020	BUY	$63.93 - $72.86 $703 - $801	11 Added 0.51%	2,164 $292,000
Q2 2020 Jul 10, 2020	BUY	$50.55 - $75.5 $4,246 - $6,342	84 Added 4.06%	2,153 $286,000
Q1 2020 Apr 13, 2020	BUY	$46.62 - $86.52 $699 - $1,297	15 Added 0.73%	2,069 $227,000
Q4 2019 Jan 07, 2020	BUY	$76.36 - $85.59 $305 - $342	4 Added 0.2%	2,054 $328,000
Q3 2019 Oct 23, 2019	BUY	$79.13 - $81.47 $633 - $651	8 Added 0.39%	2,050 $328,000
Q2 2019 Jul 17, 2019	SELL	N/A	-152 Reduced 6.93%	2,042 $326,000
Q1 2019 Apr 30, 2019	BUY	N/A	166 Added 8.19%	2,194 $339,000
Q4 2018 Jan 29, 2019	BUY	N/A	14 Added 0.7%	2,028 $281,000
Q3 2018 Oct 15, 2018	SELL	N/A	-55 Reduced 2.66%	2,014 $337,000
Q2 2018 Jul 19, 2018	SELL	N/A	-125 Reduced 5.7%	2,069 $335,000
Q1 2018 Apr 17, 2018	SELL	N/A	-381 Reduced 14.8%	2,194 $339,000
Q4 2017 Jan 08, 2018	BUY	N/A	208 Added 8.79%	2,575 $412,000
Q3 2017 Oct 10, 2017	BUY	N/A	2,367	2,367 $361,000

Others Institutions Holding IJJ

# of Institutions

838

Shares Held

40.9M

Call Options Held

Put Options Held

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About ISHARES S&P MIDCAP 400 VALUE E

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