Zhang Financial LLC Ishares S&P Midcap 400 Value E Transaction History

Zhang Financial LLC

  • $2.42 Billion
  • Q3 2025

A detailed history of Zhang Financial LLC transactions in Ishares S&P Midcap 400 Value E stock. As of the latest transaction made, Zhang Financial LLC holds 2,696 shares of IJJ stock, worth $343,766. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,696
Previous 2,694 0.07%
Holding current value
$343,766
Previous $332,000 5.12%
% of portfolio
0.01%
Previous 0.02%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 10, 2025
BUY
$122.57 - $132.57 $245 - $265
2 Added 0.07%
2,696 $349,000
Q2 2025

Aug 01, 2025
BUY
$103.88 - $123.68 $207 - $247
2 Added 0.07%
2,694 $332,000
Q1 2025

Apr 15, 2025
BUY
$117.4 - $131.02 $234 - $262
2 Added 0.07%
2,692 $320,000
Q4 2024

Jan 16, 2025
BUY
$121.89 - $135.52 $243 - $271
2 Added 0.07%
2,690 $336,000
Q3 2024

Oct 15, 2024
BUY
$111.9 - $124.28 $335 - $372
3 Added 0.11%
2,688 $332,000
Q2 2024

Jul 19, 2024
BUY
$109.44 - $118.4 $218 - $236
2 Added 0.07%
2,685 $304,000
Q1 2024

Apr 24, 2024
BUY
$109.27 - $118.29 $46,986 - $50,864
430 Added 19.09%
2,683 $317,000
Q1 2023

May 10, 2023
SELL
$97.23 - $116.09 $52,212 - $62,340
-537 Reduced 19.25%
2,253 $231,000
Q4 2022

May 17, 2023
BUY
$91.7 - $106.74 $49,242 - $57,319
537 Added 23.83%
2,790 $281,000
Q4 2020

Jan 20, 2021
BUY
$68.27 - $86.35 $190,473 - $240,916
2,790 New
2,790 $241,000
Q4 2019

Jan 21, 2020
SELL
$76.36 - $85.59 $104,613 - $117,258
-1,370 Closed
0 $0
Q2 2019

Jul 24, 2019
SELL
N/A
-231 Reduced 14.43%
1,370 $218,000
Q1 2019

May 14, 2019
SELL
N/A
-300 Reduced 15.78%
1,601 $251,000
Q4 2018

May 16, 2019
BUY
N/A
300 Added 18.74%
1,901 $263,000
Q3 2018

May 24, 2019
SELL
N/A
-296 Reduced 15.6%
1,601 $266,000
Q2 2014

May 31, 2019
BUY
N/A
1,897
1,897 $241,000

Others Institutions Holding IJJ

# of Institutions
918
Shares Held
41.8M
Call Options Held
4.8K
Put Options Held
2.7K
View Full List

About ISHARES S&P MIDCAP 400 VALUE E

IJJ Quotes by TradingView
  • Ticker IJJ
  • Sector ETFs
  • Industry ETFs
More about IJJ
Track This Portfolio

Track Zhang Financial LLC Portfolio

Follow Zhang Financial LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Zhang Financial LLC, based on Form 13F filings with the SEC.

News

Stay updated on Zhang Financial LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email