Perfromance Wealth Partners, LLC Ishares S&P Midcap 400 Growth Transaction History

Perfromance Wealth Partners, LLC

  • $2.38 Billion
  • Q1 2024

A detailed history of Perfromance Wealth Partners, LLC transactions in Ishares S&P Midcap 400 Growth stock. As of the latest transaction made, Perfromance Wealth Partners, LLC holds 41,096 shares of IJK stock, worth $3.58 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares
41,096
Previous 45,725 10.12%
Holding current value
$3.58 Million
Previous $3.62 Million 3.53%
% of portfolio
0.16%
Previous 0.16%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 30, 2024
SELL
$76.81 - $91.25 $355,553 - $422,396
-4,629 Reduced 10.12%
41,096 $3.75 Million
Q4 2023

Jan 22, 2024
SELL
$67.78 - $80.04 $398,343 - $470,395
-5,877 Reduced 11.39%
45,725 $3.62 Million
Q3 2023

Oct 30, 2023
SELL
$71.48 - $77.94 $94,496 - $103,036
-1,322 Reduced 2.5%
51,602 $3.73 Million
Q2 2023

Jul 13, 2023
SELL
$69.13 - $75.0 $289,654 - $314,250
-4,190 Reduced 7.34%
52,924 $3.97 Million
Q1 2023

Apr 20, 2023
SELL
$67.77 - $74.78 $255,289 - $281,696
-3,767 Reduced 6.19%
57,114 $4.08 Million
Q4 2022

Jan 19, 2023
SELL
$66.9 - $72.95 $243,248 - $265,246
-3,636 Reduced 5.64%
60,881 $0
Q3 2022

Oct 17, 2022
SELL
N/A
-1,043 Reduced 1.59%
64,517 $4.07 Million
Q2 2022

Jul 15, 2022
SELL
N/A
-1,409 Reduced 2.1%
65,560 $4.18 Million
Q1 2022

Apr 21, 2022
SELL
N/A
-6,571 Reduced 8.94%
66,969 $5.18 Million
Q4 2021

Feb 03, 2022
BUY
N/A
73,540 New
73,540 $6.27 Million

Others Institutions Holding IJK

# of Institutions
868
Shares Held
70.7M
Call Options Held
3.3K
Put Options Held
200
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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