Ritholtz Wealth Management Ishares S&P Midcap 400 Growth Transaction History

Ritholtz Wealth Management

$3.28 Billion
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 31, 2024	SELL	$84.85 - $91.12 $155,530 - $167,022	-1,833 Reduced 43.59%	2,372 $208,000
Q4 2023 Jan 18, 2024	SELL	$67.78 - $80.04 $3,727 - $4,402	-55 Reduced 1.29%	4,205 $333,000
Q1 2023 Apr 19, 2023	SELL	$67.77 - $74.78 $32,258 - $35,595	-476 Reduced 10.05%	4,260 $304,000
Q4 2022 Jan 18, 2023	SELL	$63.9 - $72.95 $7,987 - $9,118	-125 Reduced 2.57%	4,736 $0
Q3 2022 Oct 18, 2022	SELL	$62.35 - $75.79 $105,683 - $128,464	-1,695 Reduced 25.85%	4,861 $306,000
Q1 2022 Apr 14, 2022	SELL	$72.34 - $85.19 $11,574 - $13,630	-160 Reduced 2.38%	6,556 $507,000
Q4 2020 Jan 19, 2021	BUY	$60.53 - $72.82 $298,836 - $359,512	4,937 Added 277.52%	6,716 $485,000
Q3 2020 Oct 23, 2020	SELL	$55.44 - $62.69 $44,850 - $50,716	-809 Reduced 31.26%	1,779 $426,000
Q2 2020 Jul 15, 2020	BUY	$41.56 - $59.34 $107,557 - $153,571	2,588 New	2,588 $580,000

Others Institutions Holding IJK

# of Institutions

935

Shares Held

73.6M

Call Options Held

5.1K

Put Options Held

0

About ISHARES S&P MIDCAP 400 GROWTH

Ticker IJK
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

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

News

Stay updated on Ritholtz Wealth Management with notifications on news.