Smith & Howard Wealth Management, LLC Ishares S&P Midcap 400 Growth Transaction History

Smith & Howard Wealth Management, LLC

  • $354 Million
  • Q3 2024

A detailed history of Smith & Howard Wealth Management, LLC transactions in Ishares S&P Midcap 400 Growth stock. As of the latest transaction made, Smith & Howard Wealth Management, LLC holds 3,416 shares of IJK stock, worth $312,188. This represents 0.09% of its overall portfolio holdings.

Number of Shares
3,416
Previous 3,967 13.89%
Holding current value
$312,188
Previous $349,000 10.03%
% of portfolio
0.09%
Previous 0.1%

Shares

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

Oct 23, 2024
SELL
$84.81 - $93.54 $46,730 - $51,540
-551 Reduced 13.89%
3,416 $314,000
Q1 2024

Apr 15, 2024
BUY
$76.81 - $91.25 $88,254 - $104,846
1,149 Added 40.77%
3,967 $361,000
Q4 2023

Feb 01, 2024
SELL
$67.78 - $80.04 $95,434 - $112,696
-1,408 Reduced 33.32%
2,818 $223,000
Q3 2023

Oct 13, 2023
SELL
$71.48 - $77.94 $1,929 - $2,104
-27 Reduced 0.63%
4,226 $305,000
Q1 2023

Apr 13, 2023
BUY
$67.77 - $74.78 $288,225 - $318,039
4,253 New
4,253 $304,000
Q3 2022

Oct 18, 2022
BUY
$62.35 - $75.79 $233,500 - $283,833
3,745 New
3,745 $236,000
Q4 2021

Jan 18, 2022
SELL
$79.13 - $87.9 $233,670 - $259,568
-2,953 Closed
0 $0
Q2 2021

Aug 06, 2021
SELL
$77.05 - $83.36 $24,887 - $26,925
-323 Reduced 9.86%
2,953 $239,000
Q4 2020

Feb 04, 2021
BUY
$60.53 - $72.82 $198,296 - $238,558
3,276 New
3,276 $237,000
Q1 2020

Apr 22, 2020
SELL
$37.62 - $61.93 $35,927 - $59,143
-955 Closed
0 $0
Q4 2019

Jan 13, 2020
BUY
$54.21 - $59.65 $51,770 - $56,965
955 New
955 $227,000
Q2 2019

Jul 23, 2019
SELL
N/A
-1,651 Closed
0 $0
Q4 2018

Jan 23, 2019
SELL
N/A
-48 Reduced 2.83%
1,651 $316,000
Q2 2018

Aug 14, 2018
SELL
N/A
-100 Reduced 5.56%
1,699 $382,000
Q4 2017

Feb 14, 2018
BUY
N/A
48 Added 2.74%
1,799 $388,000
Q3 2017

Nov 15, 2017
SELL
N/A
-70 Reduced 3.84%
1,751 $354,000
Q2 2017

Aug 11, 2017
BUY
N/A
1,821
1,821 $358,000

Others Institutions Holding IJK

# of Institutions
935
Shares Held
73.6M
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
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