Waldron Private Wealth LLC Ishares S&P Midcap 400 Growth Transaction History

Waldron Private Wealth LLC

  • $2.21 Billion
  • Q1 2024

A detailed history of Waldron Private Wealth LLC transactions in Ishares S&P Midcap 400 Growth stock. As of the latest transaction made, Waldron Private Wealth LLC holds 4,758 shares of IJK stock, worth $434,405. This represents 0.02% of its overall portfolio holdings.

Number of Shares
4,758
Previous 4,590 3.66%
Holding current value
$434,405
Previous $363,000 19.56%
% of portfolio
0.02%
Previous 0.02%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 09, 2024
BUY
$76.81 - $91.25 $12,904 - $15,330
168 Added 3.66%
4,758 $434,000
Q3 2023

Oct 26, 2023
SELL
$71.48 - $77.94 $2,859 - $3,117
-40 Reduced 0.86%
4,590 $332,000
Q2 2023

Aug 07, 2023
SELL
$69.13 - $75.0 $8,848 - $9,600
-128 Reduced 2.69%
4,630 $347,000
Q1 2023

May 02, 2023
SELL
$67.77 - $74.78 $490,654 - $541,407
-7,240 Reduced 60.34%
4,758 $340,000
Q3 2022

Nov 14, 2022
BUY
N/A
8,410 Added 234.39%
11,998 $756,000
Q4 2021

Feb 02, 2022
BUY
N/A
3,588 New
3,588 $305,000

Others Institutions Holding IJK

# of Institutions
879
Shares Held
72.3M
Call Options Held
3.3K
Put Options Held
200
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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