Capital Planning Advisors, LLC Ishares S&P Midcap 400 Growth Transaction History

Capital Planning Advisors, LLC

  • $567 Million
  • Q2 2024

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2020

Aug 06, 2020
SELL
$41.56 - $59.34 $62,755 - $89,603
-1,510 Closed
0 $0
Q1 2020

May 11, 2020
SELL
$37.62 - $61.93 $104,846 - $172,598
-2,787 Reduced 64.86%
1,510 $269,000
Q4 2019

Feb 03, 2020
SELL
$54.21 - $59.65 $1,084 - $1,193
-20 Reduced 0.46%
4,297 $1.02 Million
Q3 2019

Nov 05, 2019
SELL
$55.64 - $57.01 $32,716 - $33,521
-588 Reduced 11.99%
4,317 $966,000
Q2 2019

Aug 09, 2019
BUY
N/A
269 Added 5.8%
4,905 $1.11 Million
Q1 2019

May 14, 2019
SELL
N/A
-1,297 Reduced 21.86%
4,636 $1.02 Million
Q4 2018

Feb 13, 2019
SELL
N/A
-454 Reduced 7.11%
5,933 $1.13 Million
Q3 2018

Nov 14, 2018
BUY
N/A
1,160 Added 22.19%
6,387 $1.49 Million
Q2 2018

Aug 08, 2018
SELL
N/A
-236 Reduced 4.32%
5,227 $1.18 Million
Q4 2017

Feb 08, 2018
SELL
N/A
-728 Reduced 11.76%
5,463 $1.18 Million
Q3 2017

Nov 09, 2017
BUY
N/A
6,191
6,191 $1.25 Million

Others Institutions Holding IJK

# of Institutions
905
Shares Held
74M
Call Options Held
2.7K
Put Options Held
0
View Full List

About ISHARES S&P MIDCAP 400 GROWTH

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