Circle Wealth Management, LLC Ishares S&P Midcap 400 Growth Transaction History

Circle Wealth Management, LLC

  • $4.51 Billion
  • Q3 2024

A detailed history of Circle Wealth Management, LLC transactions in Ishares S&P Midcap 400 Growth stock. As of the latest transaction made, Circle Wealth Management, LLC holds 44,000 shares of IJK stock, worth $4.02 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares
44,000
Previous 44,000 -0.0%
Holding current value
$4.02 Million
Previous $3.88 Million 4.33%
% of portfolio
0.09%
Previous 0.09%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 14, 2023
BUY
$71.48 - $77.94 $3.15 Million - $3.43 Million
44,000 New
44,000 $3.18 Million

Others Institutions Holding IJK

# of Institutions
935
Shares Held
73.6M
Call Options Held
5.1K
Put Options Held
0
View Full List

About ISHARES S&P MIDCAP 400 GROWTH

IJK Quotes by TradingView
  • Ticker IJK
  • Sector ETFs
  • Industry ETFs
More about IJK
Track This Portfolio

Track Circle Wealth Management, LLC Portfolio

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

News

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

Choose your preferred platform and Sign Up 👇 Telegram Email