Wealthspire Advisors, LLC Ishares S&P Midcap 400 Value E Transaction History

Wealthspire Advisors, LLC

$18.8 Billion
Q3 2025

A detailed history of Wealthspire Advisors, LLC transactions in Ishares S&P Midcap 400 Value E stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 265,512 shares of IJJ stock, worth $33.9 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares

265,512

Previous 261,290 1.62%

Holding current value

$33.9 Million

Previous $32.3 Million 6.66%

% of portfolio

0.18%

Previous 0.18%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 13, 2025	BUY	$122.57 - $132.57 $517,490 - $559,710	4,222 Added 1.62%	265,512 $34.4 Million
Q2 2025 Aug 11, 2025	SELL	$103.88 - $123.68 $391,627 - $466,273	-3,770 Reduced 1.42%	261,290 $32.3 Million
Q1 2025 May 09, 2025	BUY	$117.4 - $131.02 $17.2 Million - $19.2 Million	146,265 Added 123.12%	265,060 $31.7 Million
Q4 2024 Feb 03, 2025	BUY	$121.89 - $135.52 $642,482 - $714,325	5,271 Added 4.64%	118,795 $14.8 Million
Q3 2024 Nov 13, 2024	BUY	$111.9 - $124.28 $2.07 Million - $2.3 Million	18,492 Added 19.46%	113,524 $14 Million

Q2 2024 Aug 08, 2024	BUY	$109.44 - $118.4 $917,544 - $992,665	8,384 Added 9.68%	95,032 $10.8 Million
Q1 2024 May 06, 2024	BUY	$109.27 - $118.29 $511,055 - $553,242	4,677 Added 5.71%	86,648 $10.2 Million
Q4 2023 Feb 06, 2024	SELL	$93.05 - $115.17 $176,329 - $218,247	-1,895 Reduced 2.26%	81,971 $9.35 Million
Q3 2023 Nov 06, 2023	BUY	$99.46 - $111.92 $7.05 Million - $7.93 Million	70,863 Added 544.97%	83,866 $8.46 Million
Q2 2023 Jul 31, 2023	SELL	$97.74 - $107.13 $51,020 - $55,921	-522 Reduced 3.86%	13,003 $1.39 Million
Q1 2023 May 09, 2023	SELL	$97.23 - $116.09 $6,028 - $7,197	-62 Reduced 0.46%	13,525 $1.39 Million
Q4 2022 Feb 13, 2023	BUY	$91.7 - $106.74 $514,803 - $599,238	5,614 Added 70.41%	13,587 $1.37 Million
Q3 2022 Nov 14, 2022	BUY	$90.0 - $107.68 $250,110 - $299,242	2,779 Added 53.5%	7,973 $718,000
Q2 2022 Aug 09, 2022	BUY	$91.51 - $110.2 $8,052 - $9,697	88 Added 1.72%	5,194 $490,000
Q1 2022 May 09, 2022	BUY	$102.52 - $112.86 $33,831 - $37,243	330 Added 6.91%	5,106 $560,000
Q4 2021 Feb 14, 2022	SELL	$103.36 - $113.35 $13,126 - $14,395	-127 Reduced 2.59%	4,776 $529,000
Q3 2021 Nov 15, 2021	SELL	$99.84 - $108.44 $110,722 - $120,259	-1,109 Reduced 18.45%	4,903 $505,000
Q2 2021 Aug 13, 2021	SELL	$102.45 - $110.12 $1,946 - $2,092	-19 Reduced 0.32%	6,012 $633,000
Q1 2021 May 17, 2021	BUY	$84.81 - $105.35 $339 - $421	4 Added 0.07%	6,031 $615,000
Q4 2020 Feb 16, 2021	BUY	$68.27 - $86.35 $411,463 - $520,431	6,027 New	6,027 $520,000
Q2 2020 Aug 14, 2020	SELL	$50.55 - $75.5 $252,699 - $377,424	-4,999 Closed	0 $0
Q1 2020 May 12, 2020	BUY	$46.62 - $86.52 $233,053 - $432,513	4,999 New	4,999 $549,000

Others Institutions Holding IJJ

# of Institutions

916

Shares Held

41.9M

Call Options Held

4.8K

Put Options Held

2.7K

View Full List

About ISHARES S&P MIDCAP 400 VALUE E

Ticker IJJ
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Wealthspire Advisors, LLC Ishares S&P Midcap 400 Value E Transaction History