Novak & Powell Financial Services, Inc. Ishares S&P Midcap 400 Growth Transaction History

Novak & Powell Financial Services, Inc.

$168 Billion
Q4 2024

A detailed history of Novak & Powell Financial Services, Inc. transactions in Ishares S&P Midcap 400 Growth stock. As of the latest transaction made, Novak & Powell Financial Services, Inc. holds 18,414 shares of IJK stock, worth $1.55 Million. This represents 1.0% of its overall portfolio holdings.

Number of Shares

18,414

Previous 18,517 0.56%

Holding current value

$1.55 Million

Previous $1.7 Billion 1.64%

% of portfolio

1.0%

Previous 0.99%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 14, 2025	SELL	$90.66 - $99.46 $9,337 - $10,244	-103 Reduced 0.56%	18,414 $1.67 Billion
Q3 2024 Nov 14, 2024	SELL	$84.81 - $93.54 $3,731 - $4,115	-44 Reduced 0.24%	18,517 $1.7 Billion
Q2 2024 Aug 15, 2024	BUY	$84.85 - $91.12 $947,689 - $1.02 Million	11,169 Added 151.1%	18,561 $1.64 Billion
Q1 2024 May 15, 2024	SELL	$76.81 - $91.25 $846,830 - $1.01 Million	-11,025 Reduced 59.86%	7,392 $675 Million
Q4 2023 Feb 21, 2024	BUY	$67.78 - $80.04 $1.25 Million - $1.47 Million	18,417 New	18,417 $1.45 Billion

Others Institutions Holding IJK

# of Institutions

976

Shares Held

70.6M

Call Options Held

4.2K

Put Options Held

800

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About ISHARES S&P MIDCAP 400 GROWTH

Ticker IJK
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Novak & Powell Financial Services, Inc. Ishares S&P Midcap 400 Growth Transaction History