Brandywine Oak Private Wealth LLC Ishares S&P Midcap 400 Growth Transaction History

Brandywine Oak Private Wealth LLC

$1.03 Billion
Q3 2024

A detailed history of Brandywine Oak Private Wealth LLC transactions in Ishares S&P Midcap 400 Growth stock. As of the latest transaction made, Brandywine Oak Private Wealth LLC holds 9,137 shares of IJK stock, worth $903,283. This represents 0.08% of its overall portfolio holdings.

Number of Shares

9,137

Previous 9,137 -0.0%

Holding current value

$903,283

Previous $805,000 4.22%

% of portfolio

0.08%

Previous 0.08%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 30, 2024	SELL	$84.85 - $91.12 $39,031 - $41,915	-460 Reduced 4.79%	9,137 $805,000
Q3 2023 Nov 14, 2023	SELL	$71.48 - $77.94 $98,499 - $107,401	-1,378 Reduced 12.56%	9,597 $693,000
Q1 2023 May 10, 2023	SELL	$67.77 - $74.78 $7,319 - $8,076	-108 Reduced 0.97%	10,975 $784,000
Q4 2021 Feb 07, 2022	SELL	$79.13 - $87.9 $151,692 - $168,504	-1,917 Reduced 14.75%	11,083 $944,000
Q4 2020 Feb 08, 2021	BUY	$60.53 - $72.82 $590,167 - $709,994	9,750 Added 300.0%	13,000 $938,000
Q4 2019 Jan 28, 2020	SELL	$54.21 - $59.65 $34,423 - $37,877	-635 Reduced 16.34%	3,250 $773,000
Q4 2018 Feb 14, 2019	BUY	N/A	3,885 New	3,885 $742,000

Others Institutions Holding IJK

# of Institutions

935

Shares Held

73.6M

Call Options Held

5.1K

Put Options Held

View Full List

About ISHARES S&P MIDCAP 400 GROWTH

Ticker IJK
Sector ETFs
Industry ETFs

More about IJK

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Brandywine Oak Private Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Brandywine Oak Private Wealth LLC with notifications on news.

Account

Brandywine Oak Private Wealth LLC Ishares S&P Midcap 400 Growth Transaction History