Atlas Private Wealth Advisors Ishares S&P Midcap 400 Growth Transaction History

Atlas Private Wealth Advisors

$299 Million
Q1 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Apr 21, 2022	SELL	N/A	-200 Closed	0 $0
Q4 2020 Jan 29, 2021	BUY	N/A	150 Added 300.0%	200 $14,000
Q2 2020 Aug 14, 2020	BUY	N/A	50 New	50 $11,000

Others Institutions Holding IJK

# of Institutions

868

Shares Held

70.7M

Call Options Held

3.3K

Put Options Held

200

Wells Fargo & Company San Francisco, CA

7.26M
Shares

$631 Million
0.16% of portfolio
Morgan Stanley New York, NY

6.67M
Shares

$580 Million
0.05% of portfolio
Bank Of America Corp Charlotte, NC

3.53M
Shares

$307 Million
0.03% of portfolio
Goldman Sachs Group Inc New York, NY

3.4M
Shares

$296 Million
0.06% of portfolio
Main Management ETF Advisors, LLC San Francisco, CA

2.88M
Shares

$250 Million
13.98% of portfolio

About ISHARES S&P MIDCAP 400 GROWTH

Ticker IJK
Sector ETFs
Industry ETFs

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