Inspirion Wealth Advisors, LLC Ishares S&P Midcap 400 Growth Transaction History

Inspirion Wealth Advisors, LLC

$651 Million
Q2 2024

A detailed history of Inspirion Wealth Advisors, LLC transactions in Ishares S&P Midcap 400 Growth stock. As of the latest transaction made, Inspirion Wealth Advisors, LLC holds 228,690 shares of IJK stock, worth $21 Million. This represents 3.1% of its overall portfolio holdings.

Number of Shares

228,690

Previous 216,958 5.41%

Holding current value

$21 Million

Previous $19.8 Million 1.78%

% of portfolio

3.1%

Previous 3.28%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 12, 2024	BUY	$84.85 - $91.12 $995,460 - $1.07 Million	11,732 Added 5.41%	228,690 $20.1 Million
Q1 2024 Apr 12, 2024	BUY	$76.81 - $91.25 $311,541 - $370,110	4,056 Added 1.91%	216,958 $19.8 Million
Q4 2023 Jan 10, 2024	BUY	$67.78 - $80.04 $457,582 - $540,350	6,751 Added 3.27%	212,902 $16.9 Million
Q3 2023 Oct 13, 2023	BUY	$71.48 - $77.94 $534,884 - $583,225	7,483 Added 3.77%	206,151 $14.9 Million
Q2 2023 Jul 20, 2023	BUY	$69.13 - $75.0 $406,277 - $440,775	5,877 Added 3.05%	198,668 $14.9 Million
Q1 2023 Apr 07, 2023	BUY	$67.77 - $74.78 $1.22 Million - $1.35 Million	18,074 Added 10.34%	192,791 $13.8 Million
Q4 2022 Jan 18, 2023	BUY	$63.9 - $72.95 $2.15 Million - $2.45 Million	33,591 Added 23.8%	174,717 $0
Q3 2022 Oct 18, 2022	BUY	$62.35 - $75.79 $519,001 - $630,875	8,324 Added 6.27%	141,126 $8.89 Million
Q2 2022 Jul 27, 2022	BUY	$61.85 - $78.06 $1.76 Million - $2.22 Million	28,443 Added 27.25%	132,802 $8.46 Million
Q1 2022 Apr 14, 2022	BUY	$72.34 - $85.19 $1.29 Million - $1.52 Million	17,898 Added 20.7%	104,359 $8.06 Million
Q4 2021 Jan 21, 2022	BUY	$79.13 - $87.9 $55,865 - $62,057	706 Added 0.82%	86,461 $7.37 Million
Q3 2021 Oct 08, 2021	BUY	$77.71 - $83.6 $82,994 - $89,284	1,068 Added 1.26%	85,755 $6.79 Million
Q2 2021 Jul 16, 2021	BUY	$77.05 - $83.36 $132,448 - $143,295	1,719 Added 2.07%	84,687 $6.85 Million
Q1 2021 Apr 15, 2021	SELL	$71.22 - $80.18 $148,280 - $166,934	-2,082 Reduced 2.45%	82,968 $6.5 Million
Q4 2020 Jan 22, 2021	BUY	$60.53 - $72.82 $3.88 Million - $4.67 Million	64,095 Added 305.87%	85,050 $6.14 Million
Q3 2020 Oct 14, 2020	BUY	$55.44 - $62.69 $218,156 - $246,685	3,935 Added 23.12%	20,955 $5.01 Million
Q2 2020 Jul 09, 2020	BUY	$41.56 - $59.34 $9,808 - $14,004	236 Added 1.41%	17,020 $3.81 Million
Q1 2020 Apr 23, 2020	BUY	$37.62 - $61.93 $110,264 - $181,516	2,931 Added 21.16%	16,784 $3 Million
Q3 2019 Oct 22, 2019	SELL	$55.64 - $57.01 $14,299 - $14,651	-257 Reduced 1.82%	13,853 $3.1 Million
Q2 2019 Jul 15, 2019	BUY	N/A	6 Added 0.04%	14,110 $3.19 Million
Q1 2019 Apr 16, 2019	SELL	N/A	-13 Reduced 0.09%	14,104 $3.09 Million
Q4 2018 Jan 22, 2019	SELL	N/A	-2,627 Reduced 15.69%	14,117 $2.7 Million
Q2 2018 Jul 19, 2018	BUY	N/A	1,014 Added 6.45%	16,744 $3.76 Million
Q1 2018 Apr 18, 2018	BUY	N/A	1,000 Added 6.79%	15,730 $3.43 Million
Q4 2017 Jan 16, 2018	SELL	N/A	-15 Reduced 0.1%	14,730 $3.18 Million
Q3 2017 Nov 14, 2017	BUY	N/A	14,745	14,745 $2.98 Million

Others Institutions Holding IJK

# of Institutions

907

Shares Held

74M

Call Options Held

2.7K

Put Options Held

View Full List

About ISHARES S&P MIDCAP 400 GROWTH

Ticker IJK
Sector ETFs
Industry ETFs

More about IJK

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Inspirion Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Inspirion Wealth Advisors, LLC with notifications on news.

Account

Inspirion Wealth Advisors, LLC Ishares S&P Midcap 400 Growth Transaction History