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

Peterson Wealth Advisors, LLC

  • $482 Million
  • Q4 2024

A detailed history of Peterson Wealth Advisors, LLC transactions in Ishares S&P Midcap 400 Growth stock. As of the latest transaction made, Peterson Wealth Advisors, LLC holds 7,771 shares of IJK stock, worth $724,723. This represents 0.15% of its overall portfolio holdings.

Number of Shares
7,771
Previous 7,754 0.22%
Holding current value
$724,723
Previous $712,000 0.84%
% of portfolio
0.15%
Previous 0.15%

Shares

29 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 17, 2025
BUY
$90.66 - $99.46 $1,541 - $1,690
17 Added 0.22%
7,771 $706,000
Q3 2024

Oct 24, 2024
BUY
$84.81 - $93.54 $29,429 - $32,458
347 Added 4.68%
7,754 $712,000
Q2 2024

Jul 18, 2024
BUY
$84.85 - $91.12 $933 - $1,002
11 Added 0.15%
7,407 $652,000
Q1 2024

Apr 15, 2024
BUY
$76.81 - $91.25 $2,304 - $2,737
30 Added 0.41%
7,396 $674,000
Q4 2023

Jan 10, 2024
BUY
$67.78 - $80.04 $30,026 - $35,457
443 Added 6.4%
7,366 $583,000
Q3 2023

Oct 05, 2023
BUY
$71.48 - $77.94 $1,644 - $1,792
23 Added 0.33%
6,923 $500,000
Q2 2023

Jul 13, 2023
SELL
$69.13 - $75.0 $6,014 - $6,525
-87 Reduced 1.25%
6,900 $517,000
Q1 2023

Apr 06, 2023
SELL
$67.77 - $74.78 $745 - $822
-11 Reduced 0.16%
6,987 $499,000
Q4 2022

Jan 20, 2023
SELL
$63.9 - $72.95 $702 - $802
-11 Reduced 0.16%
6,998 $0
Q3 2022

Oct 17, 2022
BUY
$62.35 - $75.79 $4,239 - $5,153
68 Added 0.98%
7,009 $442,000
Q2 2022

Jul 21, 2022
SELL
$61.85 - $78.06 $6,679 - $8,430
-108 Reduced 1.53%
6,941 $442,000
Q1 2022

Apr 21, 2022
BUY
$72.34 - $85.19 $17,433 - $20,530
241 Added 3.54%
7,049 $545,000
Q4 2021

Jan 25, 2022
BUY
$79.13 - $87.9 $1,028 - $1,142
13 Added 0.19%
6,808 $580,000
Q3 2021

Oct 21, 2021
SELL
$77.71 - $83.6 $310 - $334
-4 Reduced 0.06%
6,795 $538,000
Q2 2021

Aug 02, 2021
BUY
$77.05 - $83.36 $693 - $750
9 Added 0.13%
6,799 $550,000
Q1 2021

Apr 28, 2021
SELL
$71.22 - $80.18 $37,889 - $42,655
-532 Reduced 7.27%
6,790 $532,000
Q4 2020

Jan 25, 2021
BUY
$60.53 - $72.82 $332,309 - $399,781
5,490 Added 299.67%
7,322 $529,000
Q3 2020

Oct 20, 2020
SELL
$55.44 - $62.69 $110 - $125
-2 Reduced 0.11%
1,832 $438,000
Q2 2020

Jul 20, 2020
BUY
$41.56 - $59.34 $15,792 - $22,549
380 Added 26.13%
1,834 $411,000
Q1 2020

Apr 21, 2020
SELL
$37.62 - $61.93 $6,583 - $10,837
-175 Reduced 10.74%
1,454 $259,000
Q4 2019

Jan 23, 2020
BUY
$54.21 - $59.65 $271 - $298
5 Added 0.31%
1,629 $388,000
Q3 2019

Oct 17, 2019
BUY
$55.64 - $57.01 $278 - $285
5 Added 0.31%
1,624 $364,000
Q2 2019

Jul 15, 2019
BUY
N/A
4 Added 0.25%
1,619 $366,000
Q1 2019

Apr 16, 2019
BUY
N/A
5 Added 0.31%
1,615 $364,000
Q4 2018

Jan 29, 2019
BUY
N/A
8 Added 0.5%
1,610 $308,000
Q3 2018

Oct 17, 2018
SELL
N/A
-78 Reduced 4.64%
1,602 $373,000
Q2 2018

Jul 18, 2018
SELL
N/A
-20 Reduced 1.18%
1,680 $378,000
Q1 2018

Apr 20, 2018
BUY
N/A
762 Added 81.24%
1,700 $371,000
Q4 2017

Mar 19, 2018
BUY
N/A
938
938 $202,000

Others Institutions Holding IJK

# of Institutions
970
Shares Held
70.5M
Call Options Held
5.5K
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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