Institute For Wealth Management, Llc. Ishares S&P Midcap 400 Growth Transaction History

Institute For Wealth Management, Llc.

  • $766 Million
  • Q1 2024

A detailed history of Institute For Wealth Management, Llc. transactions in Ishares S&P Midcap 400 Growth stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 3,218 shares of IJK stock, worth $282,830. This represents 0.04% of its overall portfolio holdings.

Number of Shares
3,218
Previous 3,533 8.92%
Holding current value
$282,830
Previous $279,000 5.02%
% of portfolio
0.04%
Previous 0.05%

Shares

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

Apr 30, 2024
SELL
$76.81 - $91.25 $24,195 - $28,743
-315 Reduced 8.92%
3,218 $293,000
Q3 2023

Oct 13, 2023
SELL
$71.48 - $77.94 $4,288 - $4,676
-60 Reduced 1.67%
3,533 $255,000
Q2 2023

Jul 25, 2023
BUY
$69.13 - $75.0 $24,057 - $26,100
348 Added 10.72%
3,593 $269,000
Q1 2023

Apr 20, 2023
BUY
$67.77 - $74.78 $9,555 - $10,543
141 Added 4.54%
3,245 $232,000
Q4 2022

Feb 02, 2023
SELL
$66.9 - $72.95 $34,788 - $37,934
-520 Reduced 14.35%
3,104 $212,000
Q1 2021

May 04, 2021
SELL
N/A
-180 Reduced 4.73%
3,624 $284,000
Q4 2020

Feb 01, 2021
BUY
N/A
2,853 Added 300.0%
3,804 $275,000
Q3 2020

Nov 03, 2020
SELL
N/A
-67 Reduced 6.58%
951 $227,000
Q2 2020

Jul 30, 2020
BUY
N/A
1,018 New
1,018 $228,000
Q1 2020

Apr 29, 2020
SELL
N/A
-1,038 Closed
0 $0
Q4 2019

Feb 27, 2020
BUY
N/A
791 Added 320.24%
1,038 $247,000
Q4 2019

Jan 27, 2020
SELL
N/A
-781 Reduced 75.97%
247 $247,000
Q3 2019

Oct 28, 2019
SELL
N/A
-5 Reduced 0.48%
1,028 $230,000
Q2 2019

Aug 02, 2019
SELL
N/A
-5 Reduced 0.48%
1,033 $234,000
Q1 2019

May 15, 2019
BUY
N/A
1,038 New
1,038 $227,000
Q1 2018

May 15, 2018
SELL
N/A
-950 Closed
0 $0
Q4 2017

Feb 12, 2018
BUY
N/A
950
950 $205,000

Others Institutions Holding IJK

# of Institutions
867
Shares Held
70.7M
Call Options Held
3.3K
Put Options Held
200
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 Institute For Wealth Management, Llc. Portfolio

Follow Institute For Wealth Management, 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 Institute For Wealth Management, Llc., based on Form 13F filings with the SEC.

News

Stay updated on Institute For Wealth Management, Llc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email