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

Modern Wealth Management, LLC

  • $1.11 Trillion
  • Q1 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 754,518 shares of IJK stock, worth $66.5 Million. This represents 6.11% of its overall portfolio holdings.

Number of Shares
754,518
Previous 403,946 86.79%
Holding current value
$66.5 Million
Previous $32 Billion 112.04%
% of portfolio
6.11%
Previous 4.28%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
865
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
Track This Portfolio

Track Modern Wealth Management, LLC Portfolio

Follow Modern Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Modern Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Modern Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email