iShares S&P MidCap 400 Value Index shares owned by Moneta Group Investment Advisors
Quarter-by-quarter ownership of iShares S&P MidCap 400 Value Index (IJJ) shares owned by Moneta Group Investment Advisors
from 13F filings
Historical chart of Moneta Group Investment Advisors investment in iShares S&P MidCap 400 Value Index
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Quarterly reported holdings in iShares S&P MidCap 400 Value Index by Moneta Group Investment Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-06-30 | $12M | 101k | 113.46 |
2024-03-31 | $12M | 102k | 118.29 |
2023-12-31 | $6.9M | 60k | 114.04 |
2023-09-30 | $6.0M | 59k | 100.93 |
2023-06-30 | $5.9M | 55k | 107.13 |
2023-03-31 | $4.6M | 44k | 102.77 |
2022-12-31 | $4.7M | 1.6k | 2943.59 |
2022-09-30 | $3.6M | 40k | 90.00 |
2022-06-30 | $4.0M | 43k | 94.41 |
2022-03-31 | $2.6M | 24k | 109.64 |
2021-12-31 | $2.7M | 25k | 110.68 |
2021-09-30 | $2.1M | 20k | 103.04 |
2021-06-30 | $2.3M | 22k | 105.34 |
2021-03-31 | $2.1M | 21k | 101.93 |
2020-12-31 | $1.4M | 17k | 86.30 |
2020-09-30 | $899k | 13k | 67.43 |
2020-06-30 | $254k | 1.9k | 132.91 |
2020-03-31 | $9.0M | 82k | 109.75 |
2019-12-31 | $11M | 64k | 170.73 |
2019-09-30 | $6.8M | 43k | 159.90 |
2019-06-30 | $5.7M | 27k | 208.38 |
2019-03-31 | $5.6M | 25k | 224.03 |
2018-12-31 | $4.9M | 35k | 138.34 |
2018-09-30 | $9.1M | 55k | 167.33 |
2018-06-30 | $9.0M | 54k | 165.04 |
2018-03-31 | $5.5M | 36k | 154.50 |
2017-12-31 | $5.7M | 36k | 160.12 |
2017-09-30 | $5.5M | 36k | 152.73 |
2017-06-30 | $5.3M | 36k | 148.55 |
2017-03-31 | $5.3M | 36k | 148.44 |
2016-12-31 | $5.2M | 36k | 145.22 |
2016-09-30 | $4.8M | 36k | 133.00 |
2016-06-30 | $4.6M | 36k | 128.05 |
2016-03-31 | $4.5M | 36k | 124.05 |
2015-12-31 | $4.2M | 36k | 117.19 |
2015-09-30 | $2.7M | 24k | 115.36 |
2015-06-30 | $1.6M | 12k | 128.92 |
2015-03-31 | $278k | 2.1k | 130.76 |
2014-12-31 | $234k | 1.8k | 127.66 |
2011-09-30 | $202k | 2.3k | 86.32 |
2011-06-30 | $202k | 2.3k | 86.32 |
2011-03-31 | $202k | 2.3k | 86.32 |
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