Outlook Wealth Advisors, LLC Ishares S&P Midcap 400 Growth Transaction History

Outlook Wealth Advisors, LLC

$288 Million
Q3 2024

A detailed history of Outlook Wealth Advisors, LLC transactions in Ishares S&P Midcap 400 Growth stock. As of the latest transaction made, Outlook Wealth Advisors, LLC holds 8,888 shares of IJK stock, worth $817,607. This represents 0.28% of its overall portfolio holdings.

Number of Shares

8,888

Previous 8,888 -0.0%

Holding current value

$817,607

Previous $783,000 4.34%

% of portfolio

0.28%

Previous 0.28%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 22, 2024	SELL	$76.81 - $91.25 $2,150 - $2,555	-28 Reduced 0.31%	8,888 $811,000
Q4 2023 Jan 29, 2024	BUY	$67.78 - $80.04 $1,897 - $2,241	28 Added 0.32%	8,916 $706,000
Q4 2022 Feb 14, 2023	SELL	$63.9 - $72.95 $565,323 - $645,388	-8,847 Reduced 49.88%	8,888 $607,000
Q3 2022 Oct 25, 2022	SELL	$62.35 - $75.79 $14,153 - $17,204	-227 Reduced 1.26%	17,735 $1.12 Million
Q2 2022 Jul 28, 2022	SELL	$61.85 - $78.06 $38,470 - $48,553	-622 Reduced 3.35%	17,962 $1.15 Million
Q1 2022 May 13, 2022	SELL	$72.34 - $85.19 $4,629 - $5,452	-64 Reduced 0.34%	18,584 $1.44 Million
Q4 2021 Jan 21, 2022	SELL	$79.13 - $87.9 $38,615 - $42,895	-488 Reduced 2.55%	18,648 $1.59 Million
Q3 2021 Oct 22, 2021	SELL	$77.71 - $83.6 $89,677 - $96,474	-1,154 Reduced 5.69%	19,136 $1.52 Million
Q2 2021 Jul 21, 2021	SELL	$77.05 - $83.36 $491,347 - $531,586	-6,377 Reduced 23.91%	20,290 $1.64 Million
Q1 2021 May 04, 2021	SELL	$71.22 - $80.18 $24,927 - $28,063	-350 Reduced 1.3%	26,667 $2.09 Million
Q4 2020 Feb 04, 2021	BUY	$60.53 - $72.82 $1.21 Million - $1.46 Million	20,052 Added 287.9%	27,017 $1.95 Million
Q3 2020 Nov 10, 2020	SELL	$55.44 - $62.69 $25,446 - $28,774	-459 Reduced 6.18%	6,965 $1.67 Million
Q2 2020 Jul 17, 2020	SELL	$41.56 - $59.34 $10,473 - $14,953	-252 Reduced 3.28%	7,424 $1.66 Million
Q1 2020 Apr 16, 2020	SELL	$37.62 - $61.93 $16,853 - $27,744	-448 Reduced 5.51%	7,676 $1.37 Million
Q4 2019 Feb 12, 2020	SELL	$54.21 - $59.65 $108 - $119	-2 Reduced 0.02%	8,124 $1.94 Million
Q3 2019 Oct 17, 2019	SELL	$55.64 - $57.01 $44,289 - $45,379	-796 Reduced 8.92%	8,126 $1.82 Million
Q2 2019 Aug 15, 2019	BUY	N/A	3,604 Added 67.77%	8,922 $2.02 Million
Q1 2019 May 06, 2019	BUY	N/A	4,410 Added 485.68%	5,318 $1.17 Million
Q4 2018 Feb 13, 2019	BUY	N/A	908 New	908 $1.74 Million

Others Institutions Holding IJK

# of Institutions

936

Shares Held

72.3M

Call Options Held

5.1K

Put Options Held

View Full List

About ISHARES S&P MIDCAP 400 GROWTH

Ticker IJK
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Outlook Wealth Advisors, LLC Ishares S&P Midcap 400 Growth Transaction History