Tci Wealth Advisors, Inc. Ishares S&P Midcap 400 Growth Transaction History

Tci Wealth Advisors, Inc.

$1.12 Billion
Q3 2024

Shares

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 03, 2023	SELL	$67.77 - $74.78 $8,539 - $9,422	-126 Reduced 5.47%	2,178 $155,000
Q4 2022 Feb 06, 2023	SELL	$63.9 - $72.95 $191 - $218	-3 Reduced 0.13%	2,304 $157,000
Q3 2022 Nov 08, 2022	BUY	$62.35 - $75.79 $124 - $151	2 Added 0.09%	2,307 $145,000
Q2 2022 Jul 19, 2022	BUY	$61.85 - $78.06 $61 - $78	1 Added 0.04%	2,305 $147,000
Q1 2022 Apr 29, 2022	SELL	$72.34 - $85.19 $11,285 - $13,289	-156 Reduced 6.34%	2,304 $178,000
Q2 2021 Aug 02, 2021	SELL	$77.05 - $83.36 $1,386 - $1,500	-18 Reduced 0.73%	2,460 $199,000
Q4 2020 Jan 21, 2021	BUY	$60.53 - $72.82 $129,352 - $155,616	2,137 Added 626.69%	2,478 $179,000
Q3 2020 Oct 20, 2020	SELL	$55.44 - $62.69 $5,266 - $5,955	-95 Reduced 21.79%	341 $82,000
Q2 2020 Jul 20, 2020	BUY	$41.56 - $59.34 $124 - $178	3 Added 0.69%	436 $98,000
Q1 2020 Apr 14, 2020	SELL	$37.62 - $61.93 $4,100 - $6,750	-109 Reduced 20.11%	433 $77,000
Q4 2019 Jan 27, 2020	BUY	$54.21 - $59.65 $6,125 - $6,740	113 Added 26.34%	542 $129,000
Q3 2019 Oct 17, 2019	BUY	$55.64 - $57.01 $166 - $171	3 Added 0.7%	429 $96,000
Q2 2017 Aug 10, 2017	BUY	N/A	426	426 $84,000

Others Institutions Holding IJK

# of Institutions

918

Shares Held

75.1M

Call Options Held

2.7K

Put Options Held

0

Wells Fargo & Company San Francisco, CA

7.07M
Shares

$680 Million
0.15% of portfolio
Morgan Stanley New York, NY

6.74M
Shares

$648 Million
0.05% of portfolio
Goldman Sachs Group Inc New York, NY

3.44M
Shares

$330 Million
0.05% of portfolio
Bank Of America Corp Charlotte, NC

3.35M
Shares

$322 Million
0.03% of portfolio
Main Management ETF Advisors, LLC San Francisco, CA

2.95M
Shares

$284 Million
12.99% of portfolio

About ISHARES S&P MIDCAP 400 GROWTH

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