Global Retirement Partners, LLC Ishares S&P Midcap 400 Growth Transaction History

Global Retirement Partners, LLC

$3.4 Billion
Q4 2024

A detailed history of Global Retirement Partners, LLC transactions in Ishares S&P Midcap 400 Growth stock. As of the latest transaction made, Global Retirement Partners, LLC holds 41,212 shares of IJK stock, worth $3.89 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares

41,212

Previous 70,348 41.42%

Holding current value

$3.89 Million

Previous $6.47 Million 42.06%

% of portfolio

0.11%

Previous 0.2%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	SELL	$90.66 - $99.46 $2.64 Million - $2.9 Million	-29,136 Reduced 41.42%	41,212 $3.75 Million
Q3 2024 Oct 16, 2024	BUY	$84.81 - $93.54 $1.05 Million - $1.15 Million	12,327 Added 21.25%	70,348 $6.47 Million
Q2 2024 Jul 23, 2024	BUY	$84.85 - $91.12 $1.45 Million - $1.56 Million	17,147 Added 41.95%	58,021 $5.11 Million
Q1 2024 Apr 23, 2024	BUY	$76.81 - $91.25 $567,241 - $673,881	7,385 Added 22.05%	40,874 $3.73 Million
Q4 2023 Jan 18, 2024	BUY	$67.78 - $80.04 $1.13 Million - $1.33 Million	16,673 Added 99.15%	33,489 $2.65 Million
Q3 2023 Oct 13, 2023	SELL	$71.48 - $77.94 $924,379 - $1.01 Million	-12,932 Reduced 43.47%	16,816 $1.21 Million
Q2 2023 Jul 20, 2023	BUY	$69.13 - $75.0 $960,077 - $1.04 Million	13,888 Added 87.57%	29,748 $2.23 Million
Q1 2023 May 05, 2023	BUY	$67.77 - $74.78 $798,262 - $880,833	11,779 Added 288.63%	15,860 $1.13 Million
Q4 2022 Feb 13, 2023	SELL	$63.9 - $72.95 $43,707 - $49,897	-684 Reduced 14.35%	4,081 $278,000
Q3 2022 Nov 03, 2022	BUY	$62.35 - $75.79 $53,808 - $65,406	863 Added 22.12%	4,765 $329,000
Q2 2022 Jul 15, 2022	BUY	$61.85 - $78.06 $494 - $624	8 Added 0.21%	3,902 $249,000
Q1 2022 Jul 14, 2022	BUY	$72.34 - $85.19 $281,691 - $331,729	3,894 New	3,894 $259,000
Q4 2021 Jan 21, 2022	SELL	$79.13 - $87.9 $174,560 - $193,907	-2,206 Closed	0 $0
Q3 2021 Oct 22, 2021	BUY	$77.71 - $83.6 $5,439 - $5,852	70 Added 3.28%	2,206 $175,000
Q2 2021 Jul 15, 2021	SELL	$77.05 - $83.36 $21,342 - $23,090	-277 Reduced 11.48%	2,136 $173,000
Q1 2021 Apr 14, 2021	SELL	$71.22 - $80.18 $187,237 - $210,793	-2,629 Reduced 52.14%	2,413 $189,000
Q4 2020 Jan 13, 2021	BUY	$60.53 - $72.82 $208,828 - $251,228	3,450 Added 216.71%	5,042 $364,000
Q3 2020 Oct 09, 2020	SELL	$55.44 - $62.69 $3,381 - $3,824	-61 Reduced 3.69%	1,592 $381,000
Q2 2020 Jul 13, 2020	SELL	$41.56 - $59.34 $55,357 - $79,040	-1,332 Reduced 44.62%	1,653 $370,000
Q1 2020 Apr 28, 2020	SELL	$37.62 - $61.93 $70,838 - $116,614	-1,883 Reduced 38.68%	2,985 $533,000
Q4 2019 Jan 23, 2020	SELL	$54.21 - $59.65 $36,049 - $39,667	-665 Reduced 12.02%	4,868 $1.16 Million
Q3 2019 Nov 19, 2019	BUY	$55.64 - $57.01 $228,736 - $234,368	4,111 Added 289.1%	5,533 $1.24 Million
Q2 2019 Nov 19, 2019	BUY	N/A	696 Added 95.87%	1,422 $322,000
Q1 2019 May 07, 2019	SELL	N/A	-27 Reduced 3.59%	726 $159,000
Q4 2018 Feb 22, 2019	SELL	N/A	-407 Reduced 35.09%	753 $144,000
Q3 2018 Oct 17, 2018	BUY	N/A	70 Added 6.42%	1,160 $270,000
Q2 2018 Aug 13, 2018	BUY	N/A	258 Added 31.01%	1,090 $245,000
Q4 2017 Aug 13, 2018	BUY	N/A	8 Added 0.97%	832 $180,000
Q2 2017 Aug 10, 2018	BUY	N/A	446 Added 117.99%	824 $162,000
Q4 2016 Aug 10, 2018	BUY	N/A	378	378 $69,000

Others Institutions Holding IJK

# of Institutions

943

Shares Held

70.7M

Call Options Held

5.1K

Put Options Held

View Full List

About ISHARES S&P MIDCAP 400 GROWTH

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Global Retirement Partners, LLC Ishares S&P Midcap 400 Growth Transaction History