Lws Wealth Advisors, Inc. Ishares S&P Midcap 400 Growth Transaction History

Lws Wealth Advisors, Inc.

$255 Million
Q4 2023

A detailed history of Lws Wealth Advisors, Inc. transactions in Ishares S&P Midcap 400 Growth stock. As of the latest transaction made, Lws Wealth Advisors, Inc. holds 8,881 shares of IJK stock, worth $845,471. This represents 0.28% of its overall portfolio holdings.

Number of Shares

8,881

Previous 8,834 0.53%

Holding current value

$845,471

Previous $638,000 10.19%

% of portfolio

0.28%

Previous 0.29%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 09, 2024	BUY	$67.78 - $80.04 $3,185 - $3,761	47 Added 0.53%	8,881 $703,000
Q3 2023 Nov 13, 2023	SELL	$71.48 - $77.94 $11,150 - $12,158	-156 Reduced 1.74%	8,834 $638,000
Q2 2023 Jul 28, 2023	BUY	$69.13 - $75.0 $14,033 - $15,225	203 Added 2.31%	8,990 $674,000
Q1 2023 Apr 28, 2023	SELL	$67.77 - $74.78 $29,005 - $32,005	-428 Reduced 4.64%	8,787 $628,000
Q4 2022 Feb 14, 2023	SELL	$63.9 - $72.95 $46,199 - $52,742	-723 Reduced 7.28%	9,215 $629,000
Q3 2022 Nov 14, 2022	BUY	$62.35 - $75.79 $56,115 - $68,211	900 Added 9.96%	9,938 $626,000
Q2 2022 Aug 05, 2022	BUY	$61.85 - $78.06 $20,843 - $26,306	337 Added 3.87%	9,038 $576,000
Q1 2022 May 10, 2022	BUY	$72.34 - $85.19 $5,642 - $6,644	78 Added 0.9%	8,701 $672,000
Q4 2021 Feb 02, 2022	BUY	$79.13 - $87.9 $474 - $527	6 Added 0.07%	8,623 $735,000
Q3 2021 Nov 09, 2021	BUY	$77.71 - $83.6 $3,574 - $3,845	46 Added 0.54%	8,617 $682,000
Q2 2021 Jul 23, 2021	SELL	$77.05 - $83.36 $181,606 - $196,479	-2,357 Reduced 21.57%	8,571 $694,000
Q1 2021 Apr 29, 2021	SELL	$71.22 - $80.18 $427,106 - $480,839	-5,997 Reduced 35.43%	10,928 $856,000
Q4 2020 Jan 20, 2021	BUY	$60.53 - $72.82 $769,941 - $926,270	12,720 Added 302.5%	16,925 $1.22 Million
Q3 2020 Nov 10, 2020	SELL	$55.44 - $62.69 $4,379 - $4,952	-79 Reduced 1.84%	4,205 $1.01 Million
Q2 2020 Aug 05, 2020	SELL	$41.56 - $59.34 $60,802 - $86,814	-1,463 Reduced 25.46%	4,284 $960,000
Q1 2020 May 04, 2020	SELL	$37.62 - $61.93 $135,921 - $223,753	-3,613 Reduced 38.6%	5,747 $1.03 Million
Q4 2019 Feb 06, 2020	BUY	$54.21 - $59.65 $507,405 - $558,324	9,360 New	9,360 $2.23 Million

Others Institutions Holding IJK

# of Institutions

975

Shares Held

69.7M

Call Options Held

5.3K

Put Options Held

View Full List

About ISHARES S&P MIDCAP 400 GROWTH

Ticker IJK
Sector ETFs
Industry ETFs

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Lws Wealth Advisors, Inc. Ishares S&P Midcap 400 Growth Transaction History