First Purpose Wealth LLC Ishares S&P Midcap 400 Growth Transaction History

First Purpose Wealth LLC

  • $275 Million
  • Q1 2024

A detailed history of First Purpose Wealth LLC transactions in Ishares S&P Midcap 400 Growth stock. As of the latest transaction made, First Purpose Wealth LLC holds 4,976 shares of IJK stock, worth $455,652. This represents 0.17% of its overall portfolio holdings.

Number of Shares
4,976
Previous 4,967 0.18%
Holding current value
$455,652
Previous $393,000 15.52%
% of portfolio
0.17%
Previous 0.15%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 22, 2024
BUY
$76.81 - $91.25 $691 - $821
9 Added 0.18%
4,976 $454,000
Q3 2022

Oct 24, 2022
SELL
$62.35 - $75.79 $1,745 - $2,122
-28 Reduced 0.56%
4,967 $313,000
Q2 2022

Jul 25, 2022
BUY
$61.85 - $78.06 $680 - $858
11 Added 0.22%
4,995 $318,000
Q1 2022

Apr 18, 2022
BUY
$72.34 - $85.19 $2,025 - $2,385
28 Added 0.56%
4,984 $385,000
Q4 2021

Feb 24, 2022
BUY
$79.13 - $87.9 $392,168 - $435,632
4,956 New
4,956 $423,000

Others Institutions Holding IJK

# of Institutions
936
Shares Held
73.5M
Call Options Held
5.1K
Put Options Held
0
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 First Purpose Wealth LLC Portfolio

Follow First Purpose Wealth 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 First Purpose Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on First Purpose Wealth LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email