Tradewinds Capital Management, LLC Ishares S&P Midcap 400 Growth Transaction History

Tradewinds Capital Management, LLC

$361 Million
Q1 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 21, 2022	SELL	N/A	-52 Closed	0 $0
Q4 2020 Feb 10, 2021	BUY	N/A	39 Added 300.0%	52 $4,000
Q4 2019 Feb 04, 2020	BUY	N/A	13 New	13 $3,000

Others Institutions Holding IJK

# of Institutions

868

Shares Held

70.7M

Call Options Held

3.3K

Put Options Held

200

Wells Fargo & Company San Francisco, CA

7.26M
Shares

$638 Million
0.16% of portfolio
Morgan Stanley New York, NY

6.67M
Shares

$586 Million
0.05% of portfolio
Bank Of America Corp Charlotte, NC

3.53M
Shares

$311 Million
0.03% of portfolio
Goldman Sachs Group Inc New York, NY

3.4M
Shares

$299 Million
0.06% of portfolio
Main Management ETF Advisors, LLC San Francisco, CA

2.88M
Shares

$253 Million
13.98% of portfolio

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 Tradewinds Capital Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Tradewinds Capital Management, LLC with notifications on news.