9258 Wealth Management, LLC Ishares S&P Midcap 400 Growth Transaction History

9258 Wealth Management, LLC

  • $634 Million
  • Q1 2024

A detailed history of 9258 Wealth Management, LLC transactions in Ishares S&P Midcap 400 Growth stock. As of the latest transaction made, 9258 Wealth Management, LLC holds 44,925 shares of IJK stock, worth $3.91 Million. This represents 0.65% of its overall portfolio holdings.

Number of Shares
44,925
Previous 46,128 2.61%
Holding current value
$3.91 Million
Previous $3.65 Million 12.18%
% of portfolio
0.65%
Previous 0.65%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 03, 2024
SELL
$76.81 - $91.25 $92,402 - $109,773
-1,203 Reduced 2.61%
44,925 $4.1 Million
Q4 2023

Feb 06, 2024
SELL
$67.78 - $80.04 $384,787 - $454,387
-5,677 Reduced 10.96%
46,128 $3.65 Million
Q3 2023

Nov 08, 2023
SELL
$71.48 - $77.94 $912,227 - $994,670
-12,762 Reduced 19.77%
51,805 $3.74 Million
Q2 2023

Aug 08, 2023
SELL
$69.13 - $75.0 $3.2 Million - $3.47 Million
-46,317 Reduced 41.77%
64,567 $4.84 Million
Q1 2023

May 03, 2023
BUY
$67.77 - $74.78 $761,734 - $840,527
11,240 Added 11.28%
110,884 $7.93 Million
Q4 2022

Feb 03, 2023
BUY
$66.9 - $72.95 $5.68 Million - $6.2 Million
84,967 Added 578.91%
99,644 $6.81 Million
Q3 2022

Nov 08, 2022
SELL
N/A
-6 Reduced 0.04%
14,677 $925,000
Q2 2022

Aug 04, 2022
BUY
N/A
6 Added 0.04%
14,683 $936,000
Q1 2022

May 13, 2022
BUY
N/A
65 Added 0.44%
14,677 $1.13 Million
Q4 2021

Feb 11, 2022
BUY
N/A
812 Added 5.88%
14,612 $1.25 Million
Q3 2020

Nov 13, 2020
BUY
N/A
10,150 Added 278.08%
13,800 $836,000
Q4 2019

Feb 06, 2020
BUY
N/A
3,650 New
3,650 $869,000

Others Institutions Holding IJK

# of Institutions
868
Shares Held
70.7M
Call Options Held
3.3K
Put Options Held
200
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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