Bordeaux Wealth Advisors LLC Ishares S&P Midcap 400 Growth Transaction History

Bordeaux Wealth Advisors LLC

$524 Million
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 03, 2022	SELL	$72.34 - $85.19 $170,867 - $201,218	-2,362 Closed	0 $0
Q4 2021 Jan 27, 2022	BUY	$79.13 - $87.9 $186,905 - $207,619	2,362 New	2,362 $201,000

Others Institutions Holding IJK

# of Institutions

907

Shares Held

74M

Call Options Held

2.7K

Put Options Held

0

Wells Fargo & Company San Francisco, CA

7.07M
Shares

$646 Million
0.15% of portfolio
Morgan Stanley New York, NY

6.74M
Shares

$616 Million
0.05% of portfolio
Goldman Sachs Group Inc New York, NY

3.44M
Shares

$314 Million
0.05% of portfolio
Bank Of America Corp Charlotte, NC

3.35M
Shares

$307 Million
0.03% of portfolio
Main Management ETF Advisors, LLC San Francisco, CA

2.95M
Shares

$270 Million
12.99% of portfolio

About ISHARES S&P MIDCAP 400 GROWTH

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