Plante Moran Financial Advisors, LLC Ishares S&P Midcap 400 Growth Transaction History

Plante Moran Financial Advisors, LLC

$927 Million
Q1 2024

A detailed history of Plante Moran Financial Advisors, LLC transactions in Ishares S&P Midcap 400 Growth stock. As of the latest transaction made, Plante Moran Financial Advisors, LLC holds 3,184 shares of IJK stock, worth $276,880. This represents 0.03% of its overall portfolio holdings.

Number of Shares

3,184

Previous 3,092 2.98%

Holding current value

$276,880

Previous $244,000 18.85%

% of portfolio

0.03%

Previous 0.03%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 09, 2024	BUY	$76.81 - $91.25 $7,066 - $8,395	92 Added 2.98%	3,184 $290,000
Q4 2023 Feb 05, 2024	BUY	$67.78 - $80.04 $183,006 - $216,108	2,700 Added 688.78%	3,092 $244,000
Q3 2023 Nov 07, 2023	SELL	$71.48 - $77.94 $19,442 - $21,199	-272 Reduced 40.96%	392 $28,000
Q4 2021 Feb 09, 2022	BUY	N/A	208 Added 45.61%	664 $57,000
Q1 2021 May 13, 2021	SELL	N/A	-960 Reduced 67.8%	456 $36,000

Q4 2020 Feb 09, 2021	BUY	N/A	1,062 Added 300.0%	1,416 $102,000
Q3 2020 Nov 12, 2020	BUY	N/A	307 Added 653.19%	354 $85,000
Q1 2019 May 13, 2019	SELL	N/A	-47 Reduced 50.0%	47 $10,000
Q4 2018 Jan 29, 2019	BUY	N/A	47 Added 100.0%	94 $18,000
Q3 2017 Nov 08, 2017	BUY	N/A	47	47 $10,000

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

Ticker IJK
Sector ETFs
Industry ETFs

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Plante Moran Financial Advisors, LLC Ishares S&P Midcap 400 Growth Transaction History