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

Inspirion Wealth Advisors, LLC

$713 Million
Q1 2025

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 300,562 shares of IJK stock, worth $25 Million. This represents 3.5% of its overall portfolio holdings.

Number of Shares

300,562

Previous 265,167 13.35%

Holding current value

$25 Million

Previous $24.1 Million 3.67%

% of portfolio

3.5%

Previous 3.4%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 09, 2025	BUY	$81.62 - $96.63 $2.89 Million - $3.42 Million	35,395 Added 13.35%	300,562 $25 Million
Q4 2024 Jan 14, 2025	BUY	$90.66 - $99.46 $1.9 Million - $2.09 Million	20,993 Added 8.6%	265,167 $24.1 Million
Q3 2024 Oct 04, 2024	BUY	$84.81 - $93.54 $1.31 Million - $1.45 Million	15,484 Added 6.77%	244,174 $22.4 Million
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

968

Shares Held

70.7M

Call Options Held

4.2K

Put Options Held

800

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About ISHARES S&P MIDCAP 400 GROWTH

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