Lyell Wealth Management, LP Ishares S&P Midcap 400 Growth Transaction History

Lyell Wealth Management, LP

  • $978 Million
  • Q1 2024

A detailed history of Lyell Wealth Management, LP transactions in Ishares S&P Midcap 400 Growth stock. As of the latest transaction made, Lyell Wealth Management, LP holds 4,510 shares of IJK stock, worth $396,744. This represents 0.04% of its overall portfolio holdings.

Number of Shares
4,510
Previous 4,675 3.53%
Holding current value
$396,744
Previous $370,000 11.08%
% of portfolio
0.04%
Previous 0.04%

Shares

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

May 03, 2024
SELL
$76.81 - $91.25 $12,673 - $15,056
-165 Reduced 3.53%
4,510 $411,000
Q1 2023

May 03, 2023
BUY
$67.77 - $74.78 $316,824 - $349,596
4,675 New
4,675 $334,000
Q1 2022

May 04, 2022
BUY
N/A
125 Added 3.42%
3,785 $292,000
Q4 2021

Feb 08, 2022
SELL
N/A
-4,100 Reduced 52.84%
3,660 $312,000
Q2 2021

Aug 09, 2021
SELL
N/A
-7,620 Reduced 49.54%
7,760 $628,000
Q1 2021

May 07, 2021
BUY
N/A
6,060 Added 65.02%
15,380 $1.21 Million
Q4 2020

Feb 04, 2021
BUY
N/A
9,320 New
9,320 $673,000

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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