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

David Wealth Management LLC

  • $134 Billion
  • Q2 2025

A detailed history of David Wealth Management LLC transactions in Ishares S&P Midcap 400 Growth stock. As of the latest transaction made, David Wealth Management LLC holds 3,202 shares of IJK stock, worth $296,793. This represents 0.22% of its overall portfolio holdings.

Number of Shares
3,202
Previous 2,840 12.75%
Holding current value
$296,793
Previous $237 Million 23.16%
% of portfolio
0.22%
Previous 0.2%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 22, 2025
BUY
$73.7 - $90.98 $26,679 - $32,934
362 Added 12.75%
3,202 $291 Million
Q1 2025

Apr 16, 2025
BUY
$81.62 - $96.63 $326 - $386
4 Added 0.14%
2,840 $237 Million
Q4 2024

Jan 29, 2025
BUY
$90.66 - $99.46 $257,111 - $282,068
2,836 New
2,836 $258 Million

Others Institutions Holding IJK

# of Institutions
970
Shares Held
70.4M
Call Options Held
1.1K
Put Options Held
300
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 David Wealth Management LLC Portfolio

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

News

Stay updated on David Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email