Evensky & Katz LLC Ishares S&P Midcap 400 Growth Transaction History

Evensky & Katz LLC

$1.54 Billion
Q3 2024

Shares

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 19, 2022	SELL	$61.85 - $78.06 $38,037 - $48,006	-615 Closed	0 $0
Q1 2022 Apr 28, 2022	BUY	$72.34 - $85.19 $144 - $170	2 Added 0.33%	615 $47,000
Q4 2021 Feb 16, 2022	BUY	$79.13 - $87.9 $79 - $87	1 Added 0.16%	613 $52,000
Q2 2021 Aug 04, 2021	BUY	$77.05 - $83.36 $154 - $166	2 Added 0.33%	612 $49,000
Q4 2020 Feb 08, 2021	BUY	$60.53 - $72.82 $17,856 - $21,481	295 Added 93.65%	610 $44,000
Q3 2020 Oct 21, 2020	SELL	$55.44 - $62.69 $19,182 - $21,690	-346 Reduced 52.34%	315 $75,000
Q2 2020 Aug 05, 2020	BUY	$41.56 - $59.34 $83 - $118	2 Added 0.3%	661 $148,000
Q1 2020 May 01, 2020	BUY	$37.62 - $61.93 $37 - $61	1 Added 0.15%	659 $118,000
Q4 2019 Feb 13, 2020	SELL	$54.21 - $59.65 $80,881 - $88,997	-1,492 Reduced 69.4%	658 $156,000
Q3 2019 Nov 07, 2019	SELL	$55.64 - $57.01 $9,959 - $10,204	-179 Reduced 7.69%	2,150 $481,000
Q2 2019 Aug 06, 2019	BUY	N/A	6 Added 0.26%	2,329 $527,000
Q1 2019 May 07, 2019	BUY	N/A	2,323 New	2,323 $508,000

Others Institutions Holding IJK

# of Institutions

935

Shares Held

73.6M

Call Options Held

5.1K

Put Options Held

0

About ISHARES S&P MIDCAP 400 GROWTH

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