Transform Wealth, LLC Ishares S&P Midcap 400 Growth Transaction History

Transform Wealth, LLC

$1.6 Billion
Q1 2025

A detailed history of Transform Wealth, LLC transactions in Ishares S&P Midcap 400 Growth stock. As of the latest transaction made, Transform Wealth, LLC holds 3,413 shares of IJK stock, worth $324,917. This represents 0.02% of its overall portfolio holdings.

Number of Shares

3,413

Previous 3,450 1.07%

Holding current value

$324,917

Previous $313,000 9.58%

% of portfolio

0.02%

Previous 0.02%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 15, 2025	SELL	$81.62 - $96.63 $3,019 - $3,575	-37 Reduced 1.07%	3,413 $283,000
Q4 2024 Jan 16, 2025	SELL	$90.66 - $99.46 $2,991 - $3,282	-33 Reduced 0.95%	3,450 $313,000
Q3 2024 Oct 15, 2024	SELL	$84.81 - $93.54 $11,279 - $12,440	-133 Reduced 3.68%	3,483 $320,000
Q2 2024 Jul 15, 2024	SELL	$84.85 - $91.12 $10,691 - $11,481	-126 Reduced 3.37%	3,616 $318,000
Q1 2024 Apr 15, 2024	SELL	$76.81 - $91.25 $12,596 - $14,965	-164 Reduced 4.2%	3,742 $341,000
Q4 2023 Jan 18, 2024	SELL	$67.78 - $80.04 $1,965 - $2,321	-29 Reduced 0.74%	3,906 $309,000
Q3 2023 Oct 10, 2023	SELL	$71.48 - $77.94 $7,791 - $8,495	-109 Reduced 2.7%	3,935 $284,000
Q2 2023 Jul 13, 2023	SELL	$69.13 - $75.0 $6,498 - $7,050	-94 Reduced 2.27%	4,044 $303,000
Q4 2022 Jan 12, 2023	SELL	$63.9 - $72.95 $447 - $510	-7 Reduced 0.17%	4,138 $0
Q2 2022 Jul 15, 2022	SELL	$61.85 - $78.06 $2,474 - $3,122	-40 Reduced 0.96%	4,145 $264,000
Q1 2022 Apr 25, 2022	SELL	$72.34 - $85.19 $16,782 - $19,764	-232 Reduced 5.25%	4,185 $323,000
Q4 2021 Jan 26, 2022	SELL	$79.13 - $87.9 $17,725 - $19,689	-224 Reduced 4.83%	4,417 $377,000
Q3 2021 Oct 15, 2021	SELL	$77.71 - $83.6 $8,703 - $9,363	-112 Reduced 2.36%	4,641 $368,000
Q2 2021 Jul 20, 2021	SELL	$77.05 - $83.36 $12,328 - $13,337	-160 Reduced 3.26%	4,753 $385,000
Q1 2021 Apr 22, 2021	SELL	$71.22 - $80.18 $34,399 - $38,726	-483 Reduced 8.95%	4,913 $385,000
Q4 2020 Jan 20, 2021	BUY	$60.53 - $72.82 $237,398 - $285,600	3,922 Added 266.08%	5,396 $390,000
Q3 2020 Oct 21, 2020	SELL	$55.44 - $62.69 $37,366 - $42,253	-674 Reduced 31.38%	1,474 $353,000
Q2 2020 Jul 22, 2020	SELL	$41.56 - $59.34 $126,841 - $181,105	-3,052 Reduced 58.69%	2,148 $481,000
Q1 2020 Apr 30, 2020	BUY	$37.62 - $61.93 $24,227 - $39,882	644 Added 14.14%	5,200 $928,000
Q4 2019 Jan 24, 2020	BUY	$54.21 - $59.65 $39,410 - $43,365	727 Added 18.99%	4,556 $1.09 Million
Q3 2019 Oct 24, 2019	SELL	$55.64 - $57.01 $1,613 - $1,653	-29 Reduced 0.75%	3,829 $857,000
Q2 2019 Jul 30, 2019	BUY	N/A	57 Added 1.5%	3,858 $873,000
Q1 2019 Apr 12, 2019	SELL	N/A	-1,873 Reduced 33.01%	3,801 $833,000
Q4 2018 Jan 30, 2019	BUY	N/A	34 Added 0.6%	5,674 $1.09 Million
Q3 2018 Oct 25, 2018	BUY	N/A	357 Added 6.76%	5,640 $1.31 Million
Q2 2018 Aug 03, 2018	BUY	N/A	129 Added 2.5%	5,283 $1.19 Million
Q1 2018 May 03, 2018	BUY	N/A	183 Added 3.68%	5,154 $1.13 Million
Q4 2017 Feb 08, 2018	SELL	N/A	-159 Reduced 3.1%	4,971 $1.07 Million
Q3 2017 Oct 19, 2017	BUY	N/A	5,130	5,130 $1.04 Million

Others Institutions Holding IJK

# of Institutions

981

Shares Held

69.5M

Call Options Held

5.3K

Put Options Held

View Full List

About ISHARES S&P MIDCAP 400 GROWTH

Ticker IJK
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Transform Wealth, LLC Ishares S&P Midcap 400 Growth Transaction History