Whitaker Myers Wealth Managers, Ltd. Ishares S&P Midcap 400 Growth Transaction History

Whitaker Myers Wealth Managers, Ltd.

$343 Billion
Q4 2024

A detailed history of Whitaker Myers Wealth Managers, Ltd. transactions in Ishares S&P Midcap 400 Growth stock. As of the latest transaction made, Whitaker Myers Wealth Managers, Ltd. holds 11,004 shares of IJK stock, worth $1.06 Million. This represents 0.29% of its overall portfolio holdings.

Number of Shares

11,004

Previous 15,750 30.13%

Holding current value

$1.06 Million

Previous $1.45 Billion 30.89%

% of portfolio

0.29%

Previous 0.48%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	SELL	$90.66 - $99.46 $430,272 - $472,037	-4,746 Reduced 30.13%	11,004 $1 Billion
Q3 2024 Oct 18, 2024	BUY	$84.81 - $93.54 $69,883 - $77,076	824 Added 5.52%	15,750 $1.45 Billion
Q2 2024 Jul 26, 2024	BUY	$84.85 - $91.12 $104,874 - $112,624	1,236 Added 9.03%	14,926 $1.32 Billion
Q1 2024 Apr 12, 2024	SELL	$76.81 - $91.25 $60,603 - $71,996	-789 Reduced 5.45%	13,690 $1.25 Billion
Q4 2023 Jan 12, 2024	SELL	$67.78 - $80.04 $18,165 - $21,450	-268 Reduced 1.82%	14,479 $1.15 Billion
Q3 2023 Oct 05, 2023	BUY	$71.48 - $77.94 $101,573 - $110,752	1,421 Added 10.66%	14,747 $1.07 Billion
Q2 2023 Jul 13, 2023	SELL	$69.13 - $75.0 $4,562 - $4,950	-66 Reduced 0.49%	13,326 $999 Million
Q1 2023 Apr 21, 2023	BUY	$67.77 - $74.78 $150,178 - $165,712	2,216 Added 19.83%	13,392 $958 Million
Q4 2022 Apr 21, 2023	BUY	$63.9 - $72.95 $714,146 - $815,289	11,176 New	11,176 $763 Million

Others Institutions Holding IJK

# of Institutions

939

Shares Held

71.2M

Call Options Held

5.1K

Put Options Held

View Full List

About ISHARES S&P MIDCAP 400 GROWTH

Ticker IJK
Sector ETFs
Industry ETFs

More about IJK

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Whitaker Myers Wealth Managers, Ltd., based on Form 13F filings with the SEC.

News

Stay updated on Whitaker Myers Wealth Managers, Ltd. with notifications on news.

Account

Whitaker Myers Wealth Managers, Ltd. Ishares S&P Midcap 400 Growth Transaction History