Valley Forge Investment Consultants Inc Adv Ishares S&P Midcap 400 Value E Transaction History

Valley Forge Investment Consultants Inc Adv

  • $290 Million
  • Q4 2024

A detailed history of Valley Forge Investment Consultants Inc Adv transactions in Ishares S&P Midcap 400 Value E stock. As of the latest transaction made, Valley Forge Investment Consultants Inc Adv holds 5,503 shares of IJJ stock, worth $703,558. This represents 0.24% of its overall portfolio holdings.

Number of Shares
5,503
Previous 5,475 0.51%
Holding current value
$703,558
Previous $676,000 1.63%
% of portfolio
0.24%
Previous 0.24%

Shares

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

Feb 12, 2025
BUY
$121.89 - $135.52 $3,412 - $3,794
28 Added 0.51%
5,503 $687,000
Q3 2024

Nov 14, 2024
BUY
$111.9 - $124.28 $3,692 - $4,101
33 Added 0.61%
5,475 $676,000
Q2 2024

Aug 09, 2024
BUY
$109.44 - $118.4 $2,736 - $2,960
25 Added 0.46%
5,442 $617,000
Q1 2024

Apr 30, 2024
SELL
$109.27 - $118.29 $96,594 - $104,568
-884 Reduced 14.03%
5,417 $640,000
Q4 2023

Feb 09, 2024
SELL
$93.05 - $115.17 $2,140 - $2,648
-23 Reduced 0.36%
6,301 $718,000
Q3 2023

Nov 09, 2023
SELL
$99.46 - $111.92 $134,370 - $151,203
-1,351 Reduced 17.6%
6,324 $638,000
Q2 2023

Aug 01, 2023
BUY
$97.74 - $107.13 $31,374 - $34,388
321 Added 4.36%
7,675 $822,000
Q1 2023

May 08, 2023
BUY
$97.23 - $116.09 $2,527 - $3,018
26 Added 0.35%
7,354 $755,000
Q4 2022

Feb 14, 2023
BUY
$91.7 - $106.74 $2,842 - $3,308
31 Added 0.42%
7,328 $738,000
Q3 2022

Nov 10, 2022
SELL
$90.0 - $107.68 $5,040 - $6,030
-56 Reduced 0.76%
7,297 $657,000
Q2 2022

Aug 03, 2022
BUY
$91.51 - $110.2 $1,921 - $2,314
21 Added 0.29%
7,353 $694,000
Q1 2022

May 06, 2022
BUY
$102.52 - $112.86 $2,152 - $2,370
21 Added 0.29%
7,332 $804,000
Q4 2021

Feb 10, 2022
SELL
$103.36 - $113.35 $9,612 - $10,541
-93 Reduced 1.26%
7,311 $809,000
Q3 2021

Nov 05, 2021
BUY
$99.84 - $108.44 $11,880 - $12,904
119 Added 1.63%
7,404 $780,000
Q3 2021

Nov 05, 2021
SELL
$99.84 - $108.44 $11,880 - $12,904
-119 Reduced 1.61%
7,285 $751,000
Q2 2021

Aug 10, 2021
BUY
$102.45 - $110.12 $198,343 - $213,192
1,936 Added 35.41%
7,404 $780,000
Q1 2021

May 04, 2021
SELL
$84.81 - $105.35 $52,412 - $65,106
-618 Reduced 10.15%
5,468 $557,000
Q4 2020

Feb 04, 2021
BUY
$68.27 - $86.35 $415,491 - $525,526
6,086 New
6,086 $525,000

Others Institutions Holding IJJ

# of Institutions
887
Shares Held
42.9M
Call Options Held
1.8K
Put Options Held
0
View Full List

About ISHARES S&P MIDCAP 400 VALUE E

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