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 $420,531. This represents 0.12% of its overall portfolio holdings.

Number of Shares
4,361
Previous 4,361 -0.0%
Holding current value
$420,531
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
939
Shares Held
71.2M
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
Track This Portfolio

Track Oakwell Private Wealth Management, LLC Portfolio

Follow Oakwell Private 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 Oakwell Private Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Oakwell Private Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email