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

Perfromance Wealth Partners, LLC

$2.89 Billion
Q3 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 36,450 shares of IJK stock, worth $3.61 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares

36,450

Previous 38,850 6.18%

Holding current value

$3.61 Million

Previous $3.42 Million 2.13%

% of portfolio

0.12%

Previous 0.13%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 10, 2024	SELL	$84.81 - $93.54 $203,544 - $224,496	-2,400 Reduced 6.18%	36,450 $3.35 Million
Q2 2024 Jul 19, 2024	SELL	$84.85 - $91.12 $190,573 - $204,655	-2,246 Reduced 5.47%	38,850 $3.42 Million
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	$63.9 - $72.95 $232,340 - $265,246	-3,636 Reduced 5.64%	60,881 $0
Q3 2022 Oct 17, 2022	SELL	$62.35 - $75.79 $65,031 - $79,048	-1,043 Reduced 1.59%	64,517 $4.07 Million
Q2 2022 Jul 15, 2022	SELL	$61.85 - $78.06 $87,146 - $109,986	-1,409 Reduced 2.1%	65,560 $4.18 Million
Q1 2022 Apr 21, 2022	SELL	$72.34 - $85.19 $475,346 - $559,783	-6,571 Reduced 8.94%	66,969 $5.18 Million
Q4 2021 Feb 03, 2022	BUY	$79.13 - $87.9 $5.82 Million - $6.46 Million	73,540 New	73,540 $6.27 Million

Others Institutions Holding IJK

# of Institutions

935

Shares Held

73.6M

Call Options Held

5.1K

Put Options Held

View Full List

About ISHARES S&P MIDCAP 400 GROWTH

Ticker IJK
Sector ETFs
Industry ETFs

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