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

Modern Wealth Management, LLC

  • $1.65 Trillion
  • Q3 2024

A detailed history of Modern Wealth Management, LLC transactions in Ishares S&P Midcap 400 Growth stock. As of the latest transaction made, Modern Wealth Management, LLC holds 738,440 shares of IJK stock, worth $67.6 Million. This represents 4.13% of its overall portfolio holdings.

Number of Shares
738,440
Previous 769,629 4.05%
Holding current value
$67.6 Million
Previous $67.8 Billion 0.11%
% of portfolio
4.13%
Previous 4.96%

Shares

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

Nov 05, 2024
SELL
$84.81 - $93.54 $2.65 Million - $2.92 Million
-31,189 Reduced 4.05%
738,440 $67.9 Billion
Q2 2024

Aug 07, 2024
BUY
$84.85 - $91.12 $1.28 Million - $1.38 Million
15,111 Added 2.0%
769,629 $67.8 Billion
Q1 2024

May 13, 2024
BUY
$76.81 - $91.25 $26.9 Million - $32 Million
350,572 Added 86.79%
754,518 $67.9 Billion
Q4 2023

Feb 14, 2024
BUY
$67.78 - $80.04 $27.4 Million - $32.3 Million
403,946 New
403,946 $32 Billion

Others Institutions Holding IJK

# of Institutions
936
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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