River Wealth Advisors LLC Ishares S&P Midcap 400 Value E Transaction History

River Wealth Advisors LLC

  • $692 Million
  • Q2 2024

A detailed history of River Wealth Advisors LLC transactions in Ishares S&P Midcap 400 Value E stock. As of the latest transaction made, River Wealth Advisors LLC holds 31,398 shares of IJJ stock, worth $3.88 Million. This represents 0.51% of its overall portfolio holdings.

Number of Shares
31,398
Previous 32,546 3.53%
Holding current value
$3.88 Million
Previous $3.85 Million 7.46%
% of portfolio
0.51%
Previous 0.56%

Shares

28 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024
SELL
$109.44 - $118.4 $125,637 - $135,923
-1,148 Reduced 3.53%
31,398 $3.56 Million
Q1 2024

May 14, 2024
SELL
$109.27 - $118.29 $98,452 - $106,579
-901 Reduced 2.69%
32,546 $3.85 Million
Q4 2023

Feb 13, 2024
BUY
$93.05 - $115.17 $8,188 - $10,134
88 Added 0.26%
33,447 $3.81 Million
Q3 2023

Nov 13, 2023
SELL
$99.46 - $111.92 $103,239 - $116,172
-1,038 Reduced 3.02%
33,359 $3.37 Million
Q2 2023

Aug 09, 2023
SELL
$97.74 - $107.13 $60,598 - $66,420
-620 Reduced 1.77%
34,397 $3.68 Million
Q1 2023

May 11, 2023
SELL
$97.23 - $116.09 $67,574 - $80,682
-695 Reduced 1.95%
35,017 $3.6 Million
Q4 2022

Feb 10, 2023
SELL
$91.7 - $106.74 $24,942 - $29,033
-272 Reduced 0.76%
35,712 $3.6 Million
Q3 2022

Nov 14, 2022
SELL
$90.0 - $107.68 $171,450 - $205,130
-1,905 Reduced 5.03%
35,984 $3.24 Million
Q2 2022

Aug 10, 2022
SELL
$91.51 - $110.2 $48,042 - $57,855
-525 Reduced 1.37%
37,889 $3.58 Million
Q1 2022

May 09, 2022
SELL
$102.52 - $112.86 $41,725 - $45,934
-407 Reduced 1.05%
38,414 $4.21 Million
Q4 2021

Feb 11, 2022
SELL
$103.36 - $113.35 $62,842 - $68,916
-608 Reduced 1.54%
38,821 $4.3 Million
Q3 2021

Nov 12, 2021
SELL
$99.84 - $108.44 $7,488 - $8,133
-75 Reduced 0.19%
39,429 $4.06 Million
Q2 2021

Aug 06, 2021
SELL
$102.45 - $110.12 $46,512 - $49,994
-454 Reduced 1.14%
39,504 $4.16 Million
Q1 2021

May 11, 2021
SELL
$84.81 - $105.35 $50,970 - $63,315
-601 Reduced 1.48%
39,958 $4.07 Million
Q4 2020

Feb 16, 2021
BUY
$68.27 - $86.35 $1.34 Million - $1.69 Million
19,610 Added 93.61%
40,559 $3.5 Million
Q3 2020

Nov 10, 2020
SELL
$63.93 - $72.86 $150,107 - $171,075
-2,348 Reduced 10.08%
20,949 $2.83 Million
Q2 2020

Aug 11, 2020
SELL
$50.55 - $75.5 $2,325 - $3,473
-46 Reduced 0.2%
23,297 $3.1 Million
Q1 2020

May 05, 2020
SELL
$46.62 - $86.52 $360,932 - $669,837
-7,742 Reduced 24.91%
23,343 $2.56 Million
Q4 2019

Feb 07, 2020
BUY
$76.36 - $85.59 $9,545 - $10,698
125 Added 0.4%
31,085 $5.31 Million
Q3 2019

Oct 29, 2019
SELL
$79.13 - $81.47 $43,521 - $44,808
-550 Reduced 1.75%
30,960 $4.95 Million
Q2 2019

Jul 30, 2019
SELL
N/A
-367 Reduced 1.15%
31,510 $5.03 Million
Q1 2019

May 07, 2019
SELL
N/A
-686 Reduced 2.11%
31,877 $5 Million
Q4 2018

Jan 25, 2019
SELL
N/A
-7 Reduced 0.02%
32,563 $4.51 Million
Q3 2018

Nov 09, 2018
SELL
N/A
-372 Reduced 1.13%
32,570 $5.45 Million
Q2 2018

Aug 13, 2018
SELL
N/A
-780 Reduced 2.31%
32,942 $5.34 Million
Q1 2018

May 02, 2018
SELL
N/A
-1,083 Reduced 3.11%
33,722 $5.21 Million
Q4 2017

Feb 09, 2018
SELL
N/A
-2,389 Reduced 6.42%
34,805 $5.57 Million
Q3 2017

Nov 06, 2017
BUY
N/A
37,194
37,194 $5.68 Million

Others Institutions Holding IJJ

# of Institutions
802
Shares Held
41.5M
Call Options Held
4K
Put Options Held
0
View Full List

About ISHARES S&P MIDCAP 400 VALUE E

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