N.E.W. Advisory Services LLC Ishares S&P Midcap 400 Value E Transaction History

N.E.W. Advisory Services LLC

$1.11 Billion
Q3 2025

A detailed history of N.E.W. Advisory Services LLC transactions in Ishares S&P Midcap 400 Value E stock. As of the latest transaction made, N.E.W. Advisory Services LLC holds 488 shares of IJJ stock, worth $62,224. This represents 0.01% of its overall portfolio holdings.

Number of Shares

488

Previous 488 -0.0%

Holding current value

$62,224

Previous $60,000 5.0%

% of portfolio

0.01%

Previous 0.01%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 07, 2025	BUY	$117.4 - $131.02 $57,291 - $63,937	488 New	488 $58,000
Q2 2022 Aug 01, 2022	SELL	$91.51 - $110.2 $276,360 - $332,804	-3,020 Closed	0 $0
Q1 2022 Apr 11, 2022	BUY	$102.52 - $112.86 $309,610 - $340,837	3,020 New	3,020 $307,000
Q3 2021 Oct 13, 2021	SELL	$99.84 - $108.44 $205,470 - $223,169	-2,058 Closed	0 $0
Q2 2021 Jul 15, 2021	SELL	$102.45 - $110.12 $98,556 - $105,935	-962 Reduced 31.85%	2,058 $216,000

Q1 2021 Apr 14, 2021	SELL	$84.81 - $105.35 $166,397 - $206,696	-1,962 Reduced 39.38%	3,020 $311,000
Q4 2020 Jan 14, 2021	BUY	$68.27 - $86.35 $340,121 - $430,195	4,982 New	4,982 $430,000

Others Institutions Holding IJJ

# of Institutions

918

Shares Held

41.8M

Call Options Held

4.8K

Put Options Held

2.7K

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About ISHARES S&P MIDCAP 400 VALUE E

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N.E.W. Advisory Services LLC Ishares S&P Midcap 400 Value E Transaction History