Evanson Asset Management, LLC Ishares S&P Midcap 400 Growth Transaction History

Evanson Asset Management, LLC

$1.27 Billion
Q2 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2018 Oct 10, 2018	SELL	N/A	-2,239 Closed	0 $0
Q4 2017 Feb 05, 2018	SELL	N/A	-724 Reduced 24.43%	2,239 $483,000
Q3 2017 Nov 14, 2017	BUY	N/A	2,963	2,963 $600,000

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

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