Wealth Plan Investment Management, LLC Ishares S&P Midcap 400 Growth Transaction History

Wealth Plan Investment Management, LLC

$923 Million
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 08, 2023	BUY	$67.77 - $74.78 $19,653 - $21,686	290 New	290 $20,000

Others Institutions Holding IJK

# of Institutions

918

Shares Held

75.1M

Call Options Held

2.7K

Put Options Held

0

Wells Fargo & Company San Francisco, CA

7.07M
Shares

$680 Million
0.15% of portfolio
Morgan Stanley New York, NY

6.74M
Shares

$648 Million
0.05% of portfolio
Goldman Sachs Group Inc New York, NY

3.44M
Shares

$330 Million
0.05% of portfolio
Bank Of America Corp Charlotte, NC

3.35M
Shares

$322 Million
0.03% of portfolio
Main Management ETF Advisors, LLC San Francisco, CA

2.95M
Shares

$284 Million
12.99% of portfolio

About ISHARES S&P MIDCAP 400 GROWTH

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