Plan A Wealth LLC Ishares S&P Midcap 400 Growth Transaction History

Plan A Wealth LLC

$197 Billion
Q3 2025

A detailed history of Plan A Wealth LLC transactions in Ishares S&P Midcap 400 Growth stock. As of the latest transaction made, Plan A Wealth LLC holds 2,091 shares of IJK stock, worth $199,063. This represents 0.1% of its overall portfolio holdings.

Number of Shares

2,091

Holding current value

$199,063

% of portfolio

0.1%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Nov 06, 2025	BUY	$91.28 - $97.59 $190,866 - $204,060	2,091 New	2,091 $201 Million

Others Institutions Holding IJK

# of Institutions

984

Shares Held

69.6M

Call Options Held

5.3K

Put Options Held

Morgan Stanley New York, NY

7.35M
Shares

$699 Million
0.05% of portfolio
Wells Fargo & Company San Francisco, CA

6.13M
Shares

$584 Million
0.12% of portfolio
Bank Of America Corp Charlotte, NC

3.8M
Shares

$362 Million
0.03% of portfolio
Main Management ETF Advisors, LLC San Francisco, CA

2.34M
Shares

$223 Million
9.48% of portfolio
Goldman Sachs Group Inc New York, NY

2.16M
Shares

$205 Million
0.03% of portfolio

View Full List

About ISHARES S&P MIDCAP 400 GROWTH

Ticker IJK
Sector ETFs
Industry ETFs

More about IJK

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Plan A Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Plan A Wealth LLC with notifications on news.

Account