Walled Lake Planning & Wealth Management, LLC Ishares S&P Midcap 400 Growth Transaction History

Walled Lake Planning & Wealth Management, LLC

  • $226 Million
  • Q1 2024

A detailed history of Walled Lake Planning & Wealth Management, LLC transactions in Ishares S&P Midcap 400 Growth stock. As of the latest transaction made, Walled Lake Planning & Wealth Management, LLC holds 3,696 shares of IJK stock, worth $324,841. This represents 0.15% of its overall portfolio holdings.

Number of Shares
3,696
Previous 3,759 1.68%
Holding current value
$324,841
Previous $297,000 13.47%
% of portfolio
0.15%
Previous 0.14%

Shares

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

May 13, 2024
SELL
$76.81 - $91.25 $4,839 - $5,748
-63 Reduced 1.68%
3,696 $337,000
Q4 2023

Feb 13, 2024
SELL
$67.78 - $80.04 $4,473 - $5,282
-66 Reduced 1.73%
3,759 $297,000
Q3 2023

Nov 14, 2023
SELL
$71.48 - $77.94 $4,288 - $4,676
-60 Reduced 1.54%
3,825 $276,000
Q2 2023

Aug 11, 2023
SELL
$69.13 - $75.0 $4,631 - $5,025
-67 Reduced 1.7%
3,885 $291,000
Q1 2023

May 12, 2023
SELL
$67.77 - $74.78 $6,302 - $6,954
-93 Reduced 2.3%
3,952 $282,000
Q4 2022

Feb 13, 2023
BUY
$66.9 - $72.95 $401 - $437
6 Added 0.15%
4,045 $276,000
Q3 2022

Nov 01, 2022
SELL
N/A
-5 Reduced 0.12%
4,039 $255,000
Q2 2022

Aug 09, 2022
SELL
N/A
-24 Reduced 0.59%
4,044 $258,000
Q1 2022

May 13, 2022
SELL
N/A
-68 Reduced 1.64%
4,068 $314,000
Q4 2021

Feb 10, 2022
SELL
N/A
-5 Reduced 0.12%
4,136 $353,000
Q3 2021

Nov 15, 2021
SELL
N/A
-32 Reduced 0.77%
4,141 $328,000
Q2 2021

Aug 16, 2021
SELL
N/A
-218 Reduced 4.96%
4,173 $338,000
Q1 2021

May 17, 2021
SELL
N/A
-64 Reduced 1.44%
4,391 $344,000
Q4 2020

Feb 19, 2021
BUY
N/A
3,306 Added 287.73%
4,455 $322,000
Q3 2020

Nov 13, 2020
SELL
N/A
-106 Reduced 8.45%
1,149 $275,000
Q2 2020

Aug 18, 2020
SELL
N/A
-49 Reduced 3.76%
1,255 $281,000
Q1 2020

May 15, 2020
SELL
N/A
-245 Reduced 15.82%
1,304 $233,000
Q4 2019

May 15, 2020
BUY
N/A
1,549 New
1,549 $369,000

Others Institutions Holding IJK

# of Institutions
867
Shares Held
70.7M
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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