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 $921,695. This represents 0.29% of its overall portfolio holdings.

Number of Shares

11,004

Previous 15,750 30.13%

Holding current value

$921,695

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

974

Shares Held

70.5M

Call Options Held

4.2K

Put Options Held

800

View Full List

About ISHARES S&P MIDCAP 400 GROWTH

Ticker IJK
Sector ETFs
Industry ETFs

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