Erts Wealth Advisors, LLC Ishares S&P Midcap 400 Growth Transaction History

Erts Wealth Advisors, LLC

$514 Million
Q1 2025

A detailed history of Erts Wealth Advisors, LLC transactions in Ishares S&P Midcap 400 Growth stock. As of the latest transaction made, Erts Wealth Advisors, LLC holds 15,952 shares of IJK stock, worth $1.29 Million. This represents 0.26% of its overall portfolio holdings.

Number of Shares

15,952

Previous 17,261 7.58%

Holding current value

$1.29 Million

Previous $1.57 Million 15.36%

% of portfolio

0.26%

Previous 0.3%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 22, 2025	SELL	$81.62 - $96.63 $106,840 - $126,488	-1,309 Reduced 7.58%	15,952 $1.33 Million
Q4 2024 Jan 17, 2025	SELL	$90.66 - $99.46 $23,027 - $25,262	-254 Reduced 1.45%	17,261 $1.57 Million
Q2 2024 Jul 18, 2024	SELL	$84.85 - $91.12 $1,187 - $1,275	-14 Reduced 0.08%	17,515 $1.54 Million
Q1 2024 Apr 23, 2024	SELL	$76.81 - $91.25 $128,733 - $152,935	-1,676 Reduced 8.73%	17,529 $1.6 Million
Q4 2023 Jan 23, 2024	SELL	$67.78 - $80.04 $54,969 - $64,912	-811 Reduced 4.05%	19,205 $1.52 Million
Q3 2023 Oct 16, 2023	SELL	$71.48 - $77.94 $52,966 - $57,753	-741 Reduced 3.57%	20,016 $1.45 Million
Q2 2023 Jul 17, 2023	SELL	$69.13 - $75.0 $6,636 - $7,200	-96 Reduced 0.46%	20,757 $1.56 Million
Q1 2023 Apr 18, 2023	SELL	$67.77 - $74.78 $9,284 - $10,244	-137 Reduced 0.65%	20,853 $1.49 Million
Q4 2022 Jan 27, 2023	BUY	$63.9 - $72.95 $248,954 - $284,213	3,896 Added 22.79%	20,990 $1.43 Million
Q3 2022 Nov 08, 2022	BUY	$62.35 - $75.79 $314,368 - $382,133	5,042 Added 41.84%	17,094 $1.08 Million
Q2 2022 Aug 08, 2022	BUY	$61.85 - $78.06 $471,606 - $595,207	7,625 Added 172.24%	12,052 $0
Q1 2022 May 11, 2022	BUY	$72.34 - $85.19 $304,334 - $358,394	4,207 Added 1912.27%	4,427 $342,000
Q4 2018 Feb 14, 2019	BUY	N/A	220 New	220 $42,000

Others Institutions Holding IJK

# of Institutions

958

Shares Held

70.1M

Call Options Held

4.2K

Put Options Held

800

View Full List

About ISHARES S&P MIDCAP 400 GROWTH

Ticker IJK
Sector ETFs
Industry ETFs

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Erts Wealth Advisors, LLC Ishares S&P Midcap 400 Growth Transaction History