A detailed history of Kestra Private Wealth Services, LLC transactions in Ishares S&P Midcap 400 Growth stock. As of the latest transaction made, Kestra Private Wealth Services, LLC holds 3,826 shares of IJK stock, worth $364,235. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,826
Previous 5,113 25.17%
Holding current value
$364,235
Previous $425,000 18.12%
% of portfolio
0.01%
Previous 0.01%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 07, 2025

SELL
$73.7 - $90.98 $94,851 - $117,091
-1,287 Reduced 25.17%
3,826 $348,000
Q1 2025

May 05, 2025

BUY
$81.62 - $96.63 $6,039 - $7,150
74 Added 1.47%
5,113 $425,000
Q4 2024

Jan 28, 2025

BUY
$90.66 - $99.46 $137,712 - $151,079
1,519 Added 43.15%
5,039 $458,000
Q3 2024

Nov 13, 2024

BUY
$84.81 - $93.54 $4,918 - $5,425
58 Added 1.68%
3,520 $323,000
Q2 2024

Aug 12, 2024

SELL
$84.85 - $91.12 $15,272 - $16,401
-180 Reduced 4.94%
3,462 $305,000
Q1 2024

May 02, 2024

SELL
$76.81 - $91.25 $8,065 - $9,581
-105 Reduced 2.8%
3,642 $332,000
Q4 2023

Feb 05, 2024

SELL
$67.78 - $80.04 $11,725 - $13,846
-173 Reduced 4.41%
3,747 $296,000
Q3 2023

Nov 07, 2023

BUY
$71.48 - $77.94 $39,599 - $43,178
554 Added 16.46%
3,920 $283,000
Q2 2023

Aug 08, 2023

BUY
$69.13 - $75.0 $25,370 - $27,525
367 Added 12.24%
3,366 $252,000
Q1 2023

May 12, 2023

BUY
$67.77 - $74.78 $203,242 - $224,265
2,999 New
2,999 $214,000

Others Institutions Holding IJK

About ISHARES S&P MIDCAP 400 GROWTH


  • Ticker IJK
  • Sector ETFs
  • Industry ETFs
More about IJK
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