David Wealth Management LLC Ishares S&P Midcap 400 Growth Transaction History

David Wealth Management LLC

  • $120 Billion
  • Q1 2025

A detailed history of David Wealth Management LLC transactions in Ishares S&P Midcap 400 Growth stock. As of the latest transaction made, David Wealth Management LLC holds 2,840 shares of IJK stock, worth $250,630. This represents 0.2% of its overall portfolio holdings.

Number of Shares
2,840
Previous 2,836 0.14%
Holding current value
$250,630
Previous $258 Million 8.28%
% of portfolio
0.2%
Previous 0.21%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 16, 2025
BUY
$81.62 - $96.63 $326 - $386
4 Added 0.14%
2,840 $237 Million
Q4 2024

Jan 29, 2025
BUY
$90.66 - $99.46 $257,111 - $282,068
2,836 New
2,836 $258 Million

Others Institutions Holding IJK

# of Institutions
946
Shares Held
70.3M
Call Options Held
1.1K
Put Options Held
300
View Full List

About ISHARES S&P MIDCAP 400 GROWTH

IJK Quotes by TradingView
  • Ticker IJK
  • Sector ETFs
  • Industry ETFs
More about IJK
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