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

Adviser Investments LLC

$8.03 Billion
Q4 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 8,171 shares of IJK stock, worth $731,467. This represents 0.01% of its overall portfolio holdings.

Number of Shares

8,171

Previous 8,168 0.04%

Holding current value

$731,467

Previous $750,000 1.07%

% of portfolio

0.01%

Previous 0.01%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 12, 2025	BUY	$90.66 - $99.46 $271 - $298	3 Added 0.04%	8,171 $742,000
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

973

Shares Held

70.6M

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