A detailed history of Benchmark Wealth Management, LLC transactions in Ishares S&P Midcap 400 Growth stock. As of the latest transaction made, Benchmark Wealth Management, LLC holds 2,398 shares of IJK stock, worth $219,656. This represents 0.11% of its overall portfolio holdings.

Number of Shares
2,398
Previous 2,398 -0.0%
Holding current value
$219,656
Previous $211,000 4.27%
% of portfolio
0.11%
Previous 0.11%

Shares

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

Apr 08, 2024

BUY
$76.81 - $91.25 $184,190 - $218,817
2,398 New
2,398 $218,000
Q2 2022

Jul 11, 2022

SELL
$61.85 - $78.06 $198,291 - $250,260
-3,206 Closed
0 $0
Q3 2021

Oct 12, 2021

SELL
$77.71 - $83.6 $15,541 - $16,720
-200 Reduced 5.87%
3,206 $254,000
Q4 2020

Jan 12, 2021

BUY
$60.53 - $72.82 $155,077 - $186,564
2,562 Added 303.55%
3,406 $246,000
Q3 2020

Nov 05, 2020

BUY
$55.44 - $62.69 $46,791 - $52,910
844 New
844 $202,000
Q1 2020

Apr 22, 2020

SELL
$37.62 - $61.93 $31,751 - $52,268
-844 Closed
0 $0
Q4 2019

Jan 28, 2020

BUY
$54.21 - $59.65 $45,753 - $50,344
844 New
844 $201,000

Others Institutions Holding IJK

About ISHARES S&P MIDCAP 400 GROWTH


  • Ticker IJK
  • Sector ETFs
  • Industry ETFs
More about IJK
Track This Portfolio

Track Benchmark Wealth Management, LLC Portfolio

Follow Benchmark Wealth Management, 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 Benchmark Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Benchmark Wealth Management, LLC with notifications on news.