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

Liberty Wealth Management LLC

  • $512 Million
  • Q1 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 2,281 shares of IJK stock, worth $198,948. This represents 0.04% of its overall portfolio holdings.

Number of Shares
2,281
Previous 2,736 16.63%
Holding current value
$198,948
Previous $216,000 3.7%
% of portfolio
0.04%
Previous 0.05%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
N/A
-2,447 Closed
0 $0
Q4 2021

Feb 15, 2022
SELL
N/A
-86 Reduced 3.4%
2,447 $208,000
Q3 2021

Nov 15, 2021
BUY
N/A
1 Added 0.04%
2,533 $201,000
Q2 2021

Aug 13, 2021
BUY
N/A
202,372 Added 7998.89%
204,902 $2.53 Million
Q2 2021

Aug 13, 2021
SELL
N/A
-202,370 Reduced 98.76%
2,532 $205,000
Q4 2020

Feb 09, 2021
BUY
N/A
1,898 Added 300.32%
2,530 $190,000
Q2 2020

Aug 04, 2020
BUY
N/A
29 Added 4.81%
632 $142,000
Q4 2019

Feb 05, 2020
BUY
N/A
1 Added 0.17%
603 $144,000
Q3 2019

Oct 30, 2019
SELL
N/A
-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
868
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
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