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

Pcg Wealth Advisors, LLC

  • $221 Million
  • Q2 2024

A detailed history of Pcg Wealth Advisors, LLC transactions in Ishares S&P Midcap 400 Growth stock. As of the latest transaction made, Pcg Wealth Advisors, LLC holds 4,504 shares of IJK stock, worth $414,322. This represents 0.18% of its overall portfolio holdings.

Number of Shares
4,504
Previous 4,500 0.09%
Holding current value
$414,322
Previous $410,000 3.41%
% of portfolio
0.18%
Previous 0.2%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 15, 2024
BUY
$84.85 - $91.12 $339 - $364
4 Added 0.09%
4,504 $396,000
Q1 2024

Apr 19, 2024
BUY
$76.81 - $91.25 $230 - $273
3 Added 0.07%
4,500 $410,000
Q4 2023

Jan 29, 2024
SELL
$67.78 - $80.04 $104,787 - $123,741
-1,546 Reduced 25.58%
4,497 $356,000
Q2 2023

Jul 20, 2023
BUY
$69.13 - $75.0 $622 - $675
9 Added 0.15%
6,043 $453,000
Q1 2023

May 08, 2023
BUY
$67.77 - $74.78 $745 - $822
11 Added 0.18%
6,034 $431,000
Q4 2022

Feb 13, 2023
SELL
$63.9 - $72.95 $383,527 - $437,845
-6,002 Reduced 49.91%
6,023 $411,000
Q3 2022

Oct 12, 2022
BUY
$62.35 - $75.79 $375,908 - $456,937
6,029 Added 100.55%
12,025 $757,000
Q2 2022

Jul 13, 2022
BUY
$61.85 - $78.06 $618 - $780
10 Added 0.17%
5,996 $382,000
Q1 2022

Apr 22, 2022
SELL
$72.34 - $85.19 $113,212 - $133,322
-1,565 Reduced 20.73%
5,986 $463,000
Q4 2021

Feb 10, 2022
BUY
$79.13 - $87.9 $597,510 - $663,732
7,551 New
7,551 $643,000

Others Institutions Holding IJK

# of Institutions
905
Shares Held
74M
Call Options Held
2.7K
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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