Sea Crest Wealth Management, LLC Ishares S&P Midcap 400 Growth Transaction History

Sea Crest Wealth Management, LLC

  • $902 Million
  • Q3 2024

A detailed history of Sea Crest Wealth Management, LLC transactions in Ishares S&P Midcap 400 Growth stock. As of the latest transaction made, Sea Crest Wealth Management, LLC holds 4,299 shares of IJK stock, worth $395,465. This represents 0.04% of its overall portfolio holdings.

Number of Shares
4,299
Previous 4,032 6.62%
Holding current value
$395,465
Previous $355,000 11.27%
% of portfolio
0.04%
Previous 0.04%

Shares

26 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 16, 2024
BUY
$84.81 - $93.54 $22,644 - $24,975
267 Added 6.62%
4,299 $395,000
Q2 2024

Jul 19, 2024
SELL
$84.85 - $91.12 $6,618 - $7,107
-78 Reduced 1.9%
4,032 $355,000
Q1 2024

Apr 18, 2024
BUY
$76.81 - $91.25 $153 - $182
2 Added 0.05%
4,110 $375,000
Q4 2023

Jan 18, 2024
BUY
$67.78 - $80.04 $8,269 - $9,764
122 Added 3.06%
4,108 $325,000
Q3 2023

Oct 12, 2023
BUY
$71.48 - $77.94 $24,303 - $26,499
340 Added 9.33%
3,986 $287,000
Q2 2023

Jul 14, 2023
BUY
$69.13 - $75.0 $138 - $150
2 Added 0.05%
3,646 $273,000
Q1 2023

May 11, 2023
BUY
$67.77 - $74.78 $203 - $224
3 Added 0.08%
3,644 $260,000
Q4 2022

Feb 14, 2023
BUY
$63.9 - $72.95 $447 - $510
7 Added 0.19%
3,641 $248,000
Q3 2022

Nov 14, 2022
SELL
$62.35 - $75.79 $137,170 - $166,738
-2,200 Reduced 37.71%
3,634 $229,000
Q2 2022

Aug 09, 2022
SELL
$61.85 - $78.06 $32,471 - $40,981
-525 Reduced 8.26%
5,834 $372,000
Q1 2022

May 16, 2022
SELL
$72.34 - $85.19 $36,025 - $42,424
-498 Reduced 7.26%
6,359 $491,000
Q4 2021

Feb 11, 2022
BUY
$79.13 - $87.9 $870 - $966
11 Added 0.16%
6,857 $585,000
Q3 2021

Nov 16, 2021
BUY
$77.71 - $83.6 $83,615 - $89,953
1,076 Added 18.65%
6,846 $542,000
Q2 2021

Aug 12, 2021
BUY
$77.05 - $83.36 $539 - $583
7 Added 0.12%
5,770 $467,000
Q4 2020

Feb 09, 2021
BUY
$60.53 - $72.82 $261,731 - $314,873
4,324 Added 300.49%
5,763 $416,000
Q3 2020

Nov 12, 2020
SELL
$55.44 - $62.69 $997 - $1,128
-18 Reduced 1.24%
1,439 $344,000
Q2 2020

Jul 27, 2020
BUY
$41.56 - $59.34 $166 - $237
4 Added 0.28%
1,457 $326,000
Q1 2020

May 13, 2020
BUY
$37.62 - $61.93 $3,761 - $6,193
100 Added 7.39%
1,453 $259,000
Q4 2019

Jan 22, 2020
BUY
$54.21 - $59.65 $216 - $238
4 Added 0.3%
1,353 $322,000
Q3 2019

Oct 15, 2019
BUY
$55.64 - $57.01 $1,224 - $1,254
22 Added 1.66%
1,349 $302,000
Q2 2019

Jul 19, 2019
BUY
N/A
3 Added 0.23%
1,327 $300,000
Q1 2019

May 10, 2019
BUY
N/A
110 Added 9.06%
1,324 $290,000
Q4 2018

Feb 13, 2019
BUY
N/A
4 Added 0.33%
1,214 $232,000
Q3 2018

Nov 14, 2018
BUY
N/A
2 Added 0.17%
1,210 $282,000
Q1 2018

Apr 20, 2018
BUY
N/A
2 Added 0.17%
1,208 $264,000
Q4 2017

Feb 02, 2018
BUY
N/A
1,206
1,206 $260,000

Others Institutions Holding IJK

# of Institutions
936
Shares Held
72.3M
Call Options Held
5.1K
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
Track This Portfolio

Track Sea Crest Wealth Management, LLC Portfolio

Follow Sea Crest Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Sea Crest Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email