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

Connecticut Wealth Management, LLC

  • $1.88 Billion
  • Q1 2024

A detailed history of Connecticut Wealth Management, LLC transactions in Ishares S&P Midcap 400 Growth stock. As of the latest transaction made, Connecticut Wealth Management, LLC holds 3,000 shares of IJK stock, worth $260,879. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,000
Previous 3,000 -0.0%
Holding current value
$260,879
Previous $237,000 15.19%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Oct 19, 2023
SELL
$71.48 - $77.94 $10,864 - $11,846
-152 Reduced 4.82%
3,000 $216,000
Q2 2023

Jul 25, 2023
BUY
$69.13 - $75.0 $10,507 - $11,400
152 Added 5.07%
3,152 $236,000
Q4 2022

Jan 17, 2023
BUY
$66.9 - $72.95 $200,700 - $218,850
3,000 New
3,000 $0
Q2 2022

Jul 12, 2022
BUY
N/A
780 Added 26.0%
3,780 $241,000
Q1 2022

Apr 18, 2022
SELL
N/A
-51 Reduced 1.67%
3,000 $232,000
Q4 2021

Jan 24, 2022
SELL
N/A
-580 Reduced 15.97%
3,051 $260,000
Q3 2021

Nov 02, 2021
BUY
N/A
51 Added 1.42%
3,631 $288,000
Q2 2021

Jul 29, 2021
SELL
N/A
-40,961 Reduced 91.96%
3,580 $290,000
Q1 2021

Apr 29, 2021
BUY
N/A
34,036 Added 324.0%
44,541 $5.71 Million
Q4 2020

Jan 29, 2021
BUY
N/A
9,585 Added 1041.85%
10,505 $855,000
Q3 2020

Oct 13, 2020
SELL
N/A
-3,753 Reduced 80.31%
920 $220,000
Q2 2020

Jul 14, 2020
BUY
N/A
1,660 Added 55.09%
4,673 $725,000
Q1 2020

Apr 20, 2020
SELL
N/A
-599 Reduced 16.58%
3,013 $538,000
Q4 2019

Jan 29, 2020
BUY
N/A
537 Added 17.46%
3,612 $860,000
Q2 2019

Jul 29, 2019
BUY
N/A
3,075 New
3,075 $696,000

Others Institutions Holding IJK

# of Institutions
868
Shares Held
70.7M
Call Options Held
3.3K
Put Options Held
200
View Full List

About ISHARES S&P MIDCAP 400 GROWTH

IJK Quotes by TradingView
  • Ticker IJK
  • Sector ETFs
  • Industry ETFs
More about IJK
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