Independent Wealth Network Inc. Ishares S&P Midcap 400 Growth Transaction History

Independent Wealth Network Inc.

$205 Million
Q1 2024

A detailed history of Independent Wealth Network Inc. transactions in Ishares S&P Midcap 400 Growth stock. As of the latest transaction made, Independent Wealth Network Inc. holds 6,328 shares of IJK stock, worth $550,282. This represents 0.28% of its overall portfolio holdings.

Number of Shares

6,328

Holding current value

$550,282

% of portfolio

0.28%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 20, 2024	BUY	$76.81 - $91.25 $486,053 - $577,430	6,328 New	6,328 $577,000
Q4 2023 Jan 12, 2024	BUY	$67.78 - $80.04 $9,082 - $10,725	134 Added 2.16%	6,343 $502,000
Q3 2023 Oct 11, 2023	SELL	$71.48 - $77.94 $11,293 - $12,314	-158 Reduced 2.48%	6,209 $448,000
Q2 2023 Jul 12, 2023	SELL	$69.13 - $75.0 $19,702 - $21,375	-285 Reduced 4.28%	6,367 $477,000
Q1 2023 Apr 18, 2023	SELL	$67.77 - $74.78 $11,995 - $13,236	-177 Reduced 2.59%	6,652 $475,000

Q4 2022 Jan 25, 2023	SELL	$66.9 - $72.95 $3,545 - $3,866	-53 Reduced 0.77%	6,829 $0
Q3 2022 Oct 17, 2022	SELL	N/A	-140 Reduced 1.99%	6,882 $434,000
Q2 2022 Jul 26, 2022	SELL	N/A	-74 Reduced 1.04%	7,022 $448,000
Q1 2022 Apr 20, 2022	SELL	N/A	-262 Reduced 3.56%	7,096 $548,000
Q4 2021 Feb 10, 2022	BUY	N/A	70 Added 0.96%	7,358 $627,000
Q3 2021 Nov 04, 2021	BUY	N/A	7,288 New	7,288 $636,000

Others Institutions Holding IJK

# of Institutions

868

Shares Held

70.7M

Call Options Held

3.3K

Put Options Held

200

View Full List

About ISHARES S&P MIDCAP 400 GROWTH

Ticker IJK
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Independent Wealth Network Inc. Ishares S&P Midcap 400 Growth Transaction History