A detailed history of Wealthcare Advisory Partners LLC transactions in Ishares S&P Midcap 400 Value E stock. As of the latest transaction made, Wealthcare Advisory Partners LLC holds 3,756 shares of IJJ stock, worth $487,078. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,756
Previous 4,010 6.33%
Holding current value
$487,078
Previous $495,000 5.25%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Jan 15, 2025

SELL
$121.89 - $135.52 $30,960 - $34,422
-254 Reduced 6.33%
3,756 $469,000
Q3 2024

Nov 04, 2024

SELL
$111.9 - $124.28 $76,987 - $85,504
-688 Reduced 14.64%
4,010 $495,000
Q2 2024

Aug 09, 2024

SELL
$109.44 - $118.4 $2,736 - $2,960
-25 Reduced 0.53%
4,698 $533,000
Q1 2024

Apr 15, 2024

BUY
$109.27 - $118.29 $127,955 - $138,517
1,171 Added 32.97%
4,723 $558,000
Q4 2023

Feb 06, 2024

SELL
$93.05 - $115.17 $75,742 - $93,748
-814 Reduced 18.64%
3,552 $405,000
Q3 2023

Oct 12, 2023

BUY
$99.46 - $111.92 $96,675 - $108,786
972 Added 28.64%
4,366 $440,000
Q2 2023

Jul 17, 2023

SELL
$97.74 - $107.13 $106,732 - $116,985
-1,092 Reduced 24.34%
3,394 $363,000
Q1 2023

May 04, 2023

BUY
$97.23 - $116.09 $3,403 - $4,063
35 Added 0.79%
4,486 $461,000
Q4 2022

Feb 13, 2023

SELL
$91.7 - $106.74 $77,578 - $90,302
-846 Reduced 15.97%
4,451 $448,000
Q3 2022

Nov 14, 2022

SELL
$90.0 - $107.68 $41,490 - $49,640
-461 Reduced 8.01%
5,297 $477,000
Q2 2022

Aug 15, 2022

SELL
$91.51 - $110.2 $381,047 - $458,872
-4,164 Reduced 41.97%
5,758 $544,000
Q1 2022

Apr 15, 2022

SELL
$102.52 - $112.86 $186,586 - $205,405
-1,820 Reduced 15.5%
9,922 $1.09 Million
Q4 2021

Feb 11, 2022

SELL
$103.36 - $113.35 $31,834 - $34,911
-308 Reduced 2.56%
11,742 $0
Q3 2021

Nov 15, 2021

BUY
$99.84 - $108.44 $25,658 - $27,869
257 Added 2.18%
12,050 $1.24 Million
Q2 2021

Aug 16, 2021

SELL
$102.45 - $110.12 $51,532 - $55,390
-503 Reduced 4.09%
11,793 $1.24 Million
Q1 2021

Apr 30, 2021

BUY
$84.81 - $105.35 $135,950 - $168,876
1,603 Added 14.99%
12,296 $1.25 Million
Q4 2020

Feb 12, 2021

BUY
$68.27 - $86.35 $315,885 - $399,541
4,627 Added 76.28%
10,693 $923,000
Q3 2020

Oct 29, 2020

BUY
$63.93 - $72.86 $50,696 - $57,777
793 Added 15.04%
6,066 $818,000
Q2 2020

Jul 29, 2020

BUY
$50.55 - $75.5 $46,708 - $69,762
924 Added 21.25%
5,273 $701,000
Q1 2020

Apr 29, 2020

BUY
$46.62 - $86.52 $49,883 - $92,576
1,070 Added 32.63%
4,349 $477,000
Q4 2019

Jan 29, 2020

BUY
$76.36 - $85.59 $44,365 - $49,727
581 Added 21.53%
3,279 $560,000
Q3 2019

Oct 17, 2019

BUY
$79.13 - $81.47 $16,142 - $16,619
204 Added 8.18%
2,698 $431,000
Q2 2019

Jul 30, 2019

BUY
N/A
166 Added 7.13%
2,494 $398,000
Q1 2019

May 13, 2019

BUY
N/A
165 Added 7.63%
2,328 $365,000
Q4 2018

Feb 14, 2019

BUY
N/A
89 Added 4.29%
2,163 $299,000
Q3 2018

Nov 14, 2018

SELL
N/A
-68 Reduced 3.17%
2,074 $347,000
Q2 2018

Aug 14, 2018

BUY
N/A
428 Added 24.97%
2,142 $347,000
Q1 2018

May 15, 2018

BUY
N/A
431 Added 33.59%
1,714 $265,000
Q4 2017

Feb 14, 2018

BUY
N/A
62 Added 5.08%
1,283 $205,000
Q3 2017

Nov 15, 2017

BUY
N/A
428 Added 53.97%
1,221 $187,000
Q2 2017

Aug 29, 2017

BUY
N/A
793
793 $118,000

Others Institutions Holding IJJ

About ISHARES S&P MIDCAP 400 VALUE E


  • Ticker IJJ
  • Sector ETFs
  • Industry ETFs
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