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

Modern Wealth Management, LLC

  • $3.78 Billion
  • Q2 2025

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 2,805 shares of IJK stock, worth $267,036. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,805
Previous 2,863 2.03%
Holding current value
$267,036
Previous $238,000 7.14%
% of portfolio
0.01%
Previous 0.01%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
SELL
$73.7 - $90.98 $4,274 - $5,276
-58 Reduced 2.03%
2,805 $255,000
Q1 2025

May 15, 2025
BUY
$81.62 - $96.63 $14,038 - $16,620
172 Added 6.39%
2,863 $238 Million
Q4 2024

Feb 11, 2025
SELL
$90.66 - $99.46 $66.7 Million - $73.2 Million
-735,749 Reduced 99.64%
2,691 $253 Million
Q3 2024

May 30, 2025
BUY
$84.81 - $93.54 $62.3 Million - $68.8 Million
734,985 Added 25671.85%
737,848 $67.8 Million
Q3 2024

May 29, 2025
BUY
$84.81 - $93.54 $62.3 Million - $68.8 Million
734,985 Added 25671.85%
737,848 $67.8 Million
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

May 29, 2025
BUY
$84.85 - $91.12 $65 Million - $69.8 Million
766,177 Added 26761.33%
769,040 $67.8 Million
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

May 28, 2025
BUY
$67.78 - $80.04 $27.7 Million - $32.7 Million
409,088 Added 14288.79%
411,951 $32.6 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
981
Shares Held
69.5M
Call Options Held
5.3K
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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