Adviser Investments LLC Ishares S&P Midcap 400 Growth Transaction History

Adviser Investments LLC

  • $7.95 Billion
  • Q3 2024

A detailed history of Adviser Investments LLC transactions in Ishares S&P Midcap 400 Growth stock. As of the latest transaction made, Adviser Investments LLC holds 8,168 shares of IJK stock, worth $746,473. This represents 0.01% of its overall portfolio holdings.

Number of Shares
8,168
Previous 8,079 1.1%
Holding current value
$746,473
Previous $711,000 5.49%
% of portfolio
0.01%
Previous 0.01%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 08, 2024
BUY
$84.81 - $93.54 $7,548 - $8,325
89 Added 1.1%
8,168 $750,000
Q2 2024

Aug 12, 2024
SELL
$84.85 - $91.12 $84 - $91
-1 Reduced 0.01%
8,079 $711,000
Q1 2024

Apr 29, 2024
BUY
$76.81 - $91.25 $6,144 - $7,300
80 Added 1.0%
8,080 $737,000
Q4 2023

Feb 01, 2024
SELL
$67.78 - $80.04 $21,892 - $25,852
-323 Reduced 3.88%
8,000 $633,000
Q2 2023

Aug 04, 2023
BUY
$69.13 - $75.0 $575,368 - $624,225
8,323 New
8,323 $624,000
Q3 2018

Nov 14, 2018
SELL
N/A
-50 Closed
0 $0
Q2 2018

Aug 02, 2018
SELL
N/A
-50 Reduced 50.0%
50 $11,000
Q1 2018

May 14, 2018
BUY
N/A
100 New
100 $22,000

Others Institutions Holding IJK

# of Institutions
935
Shares Held
73.6M
Call Options Held
5.1K
Put Options Held
0
View Full List

About ISHARES S&P MIDCAP 400 GROWTH

IJK Quotes by TradingView
  • Ticker IJK
  • Sector ETFs
  • Industry ETFs
More about IJK
Track This Portfolio

Track Adviser Investments LLC Portfolio

Follow Adviser Investments LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Adviser Investments LLC, based on Form 13F filings with the SEC.

News

Stay updated on Adviser Investments LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email