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

Oakwell Private Wealth Management, LLC

  • $348 Million
  • Q3 2024

A detailed history of Oakwell Private Wealth Management, LLC transactions in Ishares S&P Midcap 400 Growth stock. As of the latest transaction made, Oakwell Private Wealth Management, LLC holds 4,361 shares of IJK stock, worth $399,467. This represents 0.12% of its overall portfolio holdings.

Number of Shares
4,361
Previous 4,361 -0.0%
Holding current value
$399,467
Previous $384,000 4.17%
% of portfolio
0.12%
Previous 0.11%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Feb 01, 2023
SELL
$63.9 - $72.95 $45,752 - $52,232
-716 Reduced 14.1%
4,361 $297,000
Q3 2022

Oct 27, 2022
BUY
$62.35 - $75.79 $44,642 - $54,265
716 Added 16.42%
5,077 $320,000
Q2 2022

Aug 03, 2022
SELL
$61.85 - $78.06 $44,284 - $55,890
-716 Reduced 14.1%
4,361 $278,000
Q1 2021

Apr 21, 2021
BUY
$71.22 - $80.18 $92,942 - $104,634
1,305 Added 34.6%
5,077 $398,000
Q4 2020

Feb 10, 2021
BUY
$60.53 - $72.82 $228,319 - $274,677
3,772 New
3,772 $272,000

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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