Confluence Wealth Services, Inc. Ishares S&P Midcap 400 Growth Transaction History

Confluence Wealth Services, Inc.

  • $1.52 Billion
  • Q1 2025

A detailed history of Confluence Wealth Services, Inc. transactions in Ishares S&P Midcap 400 Growth stock. As of the latest transaction made, Confluence Wealth Services, Inc. holds 2,674 shares of IJK stock, worth $235,552. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,674
Previous 2,705 1.15%
Holding current value
$235,552
Previous $245,000 9.39%
% of portfolio
0.01%
Previous 0.02%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 24, 2025
SELL
$81.62 - $96.63 $2,530 - $2,995
-31 Reduced 1.15%
2,674 $222,000
Q2 2024

Jul 31, 2024
BUY
$84.85 - $91.12 $2,630 - $2,824
31 Added 1.16%
2,705 $238,000
Q1 2024

Apr 22, 2024
SELL
$76.81 - $91.25 $230 - $273
-3 Reduced 0.11%
2,674 $244,000
Q4 2023

Jan 25, 2024
BUY
$67.78 - $80.04 $181,447 - $214,267
2,677 New
2,677 $212,000
Q1 2022

Apr 26, 2022
SELL
$72.34 - $85.19 $35,591 - $41,913
-492 Closed
0 $0
Q4 2021

Feb 10, 2022
BUY
$79.13 - $87.9 $38,931 - $43,246
492 New
492 $41,000

Others Institutions Holding IJK

# of Institutions
948
Shares Held
70.1M
Call Options Held
1.1K
Put Options Held
683
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 Confluence Wealth Services, Inc. Portfolio

Follow Confluence Wealth Services, Inc. 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 Confluence Wealth Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Confluence Wealth Services, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email