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

Plante Moran Financial Advisors, LLC

$1.42 Billion
Q2 2025

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 5,629 shares of IJK stock, worth $535,880. This represents 0.04% of its overall portfolio holdings.

Number of Shares

5,629

Previous 3,125 80.13%

Holding current value

$535,880

Previous $260,000 96.92%

% of portfolio

0.04%

Previous 0.02%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 05, 2025	BUY	$73.7 - $90.98 $184,544 - $227,813	2,504 Added 80.13%	5,629 $512,000
Q4 2024 Feb 05, 2025	SELL	$90.66 - $99.46 $4,261 - $4,674	-47 Reduced 1.48%	3,125 $284,000
Q3 2024 Oct 30, 2024	BUY	$84.81 - $93.54 $5,003 - $5,518	59 Added 1.9%	3,172 $291,000
Q2 2024 Aug 12, 2024	SELL	$84.85 - $91.12 $6,024 - $6,469	-71 Reduced 2.23%	3,113 $274,000
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	$79.13 - $87.9 $16,459 - $18,283	208 Added 45.61%	664 $57,000
Q1 2021 May 13, 2021	SELL	$71.22 - $80.18 $68,371 - $76,972	-960 Reduced 67.8%	456 $36,000
Q4 2020 Feb 09, 2021	BUY	$60.53 - $72.82 $64,282 - $77,334	1,062 Added 300.0%	1,416 $102,000
Q3 2020 Nov 12, 2020	BUY	$55.44 - $62.69 $17,020 - $19,245	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

981

Shares Held

69.5M

Call Options Held

5.3K

Put Options Held

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