Liberty Wealth Management LLC Ishares S&P Midcap 400 Growth Transaction History

Liberty Wealth Management LLC

  • $569 Million
  • Q3 2024

A detailed history of Liberty Wealth Management LLC transactions in Ishares S&P Midcap 400 Growth stock. As of the latest transaction made, Liberty Wealth Management LLC holds 2,284 shares of IJK stock, worth $223,672. This represents 0.04% of its overall portfolio holdings.

Number of Shares
2,284
Previous 2,283 0.04%
Holding current value
$223,672
Previous $201,000 3.98%
% of portfolio
0.04%
Previous 0.04%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 01, 2024
BUY
$84.81 - $93.54 $84 - $93
1 Added 0.04%
2,284 $209,000
Q2 2024

Aug 06, 2024
BUY
$84.85 - $91.12 $169 - $182
2 Added 0.09%
2,283 $201,000
Q1 2024

May 02, 2024
SELL
$76.81 - $91.25 $34,948 - $41,518
-455 Reduced 16.63%
2,281 $208,000
Q4 2023

Feb 08, 2024
BUY
$67.78 - $80.04 $185,446 - $218,989
2,736 New
2,736 $216,000
Q1 2022

May 09, 2022
SELL
$72.34 - $85.19 $177,015 - $208,459
-2,447 Closed
0 $0
Q4 2021

Feb 15, 2022
SELL
$79.13 - $87.9 $6,805 - $7,559
-86 Reduced 3.4%
2,447 $208,000
Q3 2021

Nov 15, 2021
BUY
$77.71 - $83.6 $77 - $83
1 Added 0.04%
2,533 $201,000
Q2 2021

Aug 13, 2021
BUY
$77.05 - $83.36 $15.6 Million - $16.9 Million
202,372 Added 7998.89%
204,902 $2.53 Million
Q2 2021

Aug 13, 2021
SELL
$77.05 - $83.36 $15.6 Million - $16.9 Million
-202,370 Reduced 98.76%
2,532 $205,000
Q4 2020

Feb 09, 2021
BUY
$60.53 - $72.82 $114,885 - $138,212
1,898 Added 300.32%
2,530 $190,000
Q2 2020

Aug 04, 2020
BUY
$41.56 - $59.34 $1,205 - $1,720
29 Added 4.81%
632 $142,000
Q4 2019

Feb 05, 2020
BUY
$54.21 - $59.65 $54 - $59
1 Added 0.17%
603 $144,000
Q3 2019

Oct 30, 2019
SELL
$55.64 - $57.01 $45,402 - $46,520
-816 Reduced 57.55%
602 $135,000
Q2 2019

Jul 30, 2019
BUY
N/A
817 Added 135.94%
1,418 $321,000
Q1 2019

Apr 18, 2019
BUY
N/A
1 Added 0.17%
601 $131,000
Q4 2018

Mar 26, 2019
BUY
N/A
600 New
600 $114,000

Others Institutions Holding IJK

# of Institutions
934
Shares Held
73.6M
Call Options Held
5.1K
Put Options Held
0
View Full List

About ISHARES S&P MIDCAP 400 GROWTH

IJK Quotes by TradingView
  • Ticker IJK
  • Sector ETFs
  • Industry ETFs
More about IJK
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