Novak & Powell Financial Services, Inc. Ishares S&P Midcap 400 Value E Transaction History

Novak & Powell Financial Services, Inc.

  • $168 Billion
  • Q4 2024

A detailed history of Novak & Powell Financial Services, Inc. transactions in Ishares S&P Midcap 400 Value E stock. As of the latest transaction made, Novak & Powell Financial Services, Inc. holds 14,721 shares of IJJ stock, worth $1.85 Million. This represents 1.1% of its overall portfolio holdings.

Number of Shares
14,721
Previous 14,780 0.4%
Holding current value
$1.85 Million
Previous $1.83 Billion 0.68%
% of portfolio
1.1%
Previous 1.06%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025
SELL
$121.89 - $135.52 $7,191 - $7,995
-59 Reduced 0.4%
14,721 $1.84 Billion
Q3 2024

Nov 14, 2024
SELL
$111.9 - $124.28 $1,342 - $1,491
-12 Reduced 0.08%
14,780 $1.83 Billion
Q2 2024

Aug 15, 2024
BUY
$109.44 - $118.4 $860,088 - $930,505
7,859 Added 113.36%
14,792 $1.68 Billion
Q1 2024

May 15, 2024
SELL
$109.27 - $118.29 $847,607 - $917,575
-7,757 Reduced 52.8%
6,933 $820 Million
Q4 2023

Feb 21, 2024
BUY
$93.05 - $115.17 $1.37 Million - $1.69 Million
14,690 New
14,690 $1.68 Billion

Others Institutions Holding IJJ

# of Institutions
887
Shares Held
43M
Call Options Held
1.8K
Put Options Held
0
View Full List

About ISHARES S&P MIDCAP 400 VALUE E

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