Divergent Wealth Advisors Ishares S&P Midcap 400 Growth Transaction History

Divergent Wealth Advisors

$517 Million
Q2 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2018 Feb 05, 2019	SELL	N/A	-175 Closed	0 $0
Q3 2018 Oct 10, 2018	SELL	N/A	-44 Reduced 20.09%	175 $39,000
Q1 2018 Apr 11, 2018	BUY	N/A	219 New	219 $48,000

Others Institutions Holding IJK

# of Institutions

906

Shares Held

74M

Call Options Held

2.7K

Put Options Held

0

Wells Fargo & Company San Francisco, CA

7.07M
Shares

$646 Million
0.15% of portfolio
Morgan Stanley New York, NY

6.74M
Shares

$616 Million
0.05% of portfolio
Goldman Sachs Group Inc New York, NY

3.44M
Shares

$314 Million
0.05% of portfolio
Bank Of America Corp Charlotte, NC

3.35M
Shares

$307 Million
0.03% of portfolio
Main Management ETF Advisors, LLC San Francisco, CA

2.95M
Shares

$270 Million
12.99% of portfolio

About ISHARES S&P MIDCAP 400 GROWTH

Ticker IJK
Sector ETFs
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