Wealthsource Partners, LLC Ishares S&P Midcap 400 Growth Transaction History

Wealthsource Partners, LLC

  • $1.52 Billion
  • Q4 2023

A detailed history of Wealthsource Partners, LLC transactions in Ishares S&P Midcap 400 Growth stock. As of the latest transaction made, Wealthsource Partners, LLC holds 3,728 shares of IJK stock, worth $365,083. This represents 0.02% of its overall portfolio holdings.

Number of Shares
3,728
Previous 3,728 -0.0%
Holding current value
$365,083
Previous $269,000 9.67%
% of portfolio
0.02%
Previous 0.02%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Aug 14, 2023
SELL
$69.13 - $75.0 $9,816 - $10,650
-142 Reduced 3.67%
3,728 $279,000
Q4 2022

Feb 09, 2023
SELL
$63.9 - $72.95 $35,017 - $39,976
-548 Reduced 12.4%
3,870 $264,000
Q3 2022

Nov 14, 2022
SELL
$62.35 - $75.79 $57,985 - $70,484
-930 Reduced 17.39%
4,418 $278,000
Q2 2022

Aug 10, 2022
SELL
$61.85 - $78.06 $115,226 - $145,425
-1,863 Reduced 25.84%
5,348 $341,000
Q3 2021

Nov 18, 2021
SELL
$77.71 - $83.6 $87,035 - $93,632
-1,120 Reduced 13.44%
7,211 $571,000
Q2 2021

Nov 18, 2021
BUY
$77.05 - $83.36 $32,669 - $35,344
424 Added 5.36%
8,331 $674,000
Q1 2021

Jun 21, 2021
SELL
$71.22 - $80.18 $33,758 - $38,005
-474 Reduced 5.66%
7,907 $620,000
Q4 2020

Feb 12, 2021
BUY
$60.53 - $72.82 $381,641 - $459,130
6,305 Added 303.71%
8,381 $605,000
Q2 2020

Aug 17, 2020
SELL
$41.56 - $59.34 $112,045 - $159,980
-2,696 Reduced 56.5%
2,076 $465,000
Q1 2020

May 12, 2020
SELL
$37.62 - $61.93 $312,735 - $514,824
-8,313 Reduced 63.53%
4,772 $852,000
Q4 2019

Feb 12, 2020
SELL
$54.21 - $59.65 $88,308 - $97,169
-1,629 Reduced 11.07%
13,085 $3.12 Million
Q3 2019

Nov 15, 2019
BUY
$55.64 - $57.01 $227,066 - $232,657
4,081 Added 38.38%
14,714 $3.29 Million
Q2 2019

Aug 09, 2019
BUY
N/A
5,058 Added 90.73%
10,633 $2.41 Million
Q1 2019

May 16, 2019
BUY
N/A
3,142 Added 129.14%
5,575 $1.22 Million
Q1 2018

Apr 16, 2018
BUY
N/A
85 Added 3.62%
2,433 $465,000
Q4 2017

Feb 16, 2018
SELL
N/A
-276 Reduced 10.52%
2,348 $507,000
Q3 2017

Nov 20, 2017
BUY
N/A
16 Added 0.61%
2,624 $531,000
Q2 2017

Aug 16, 2017
BUY
N/A
2,608
2,608 $513,000

Others Institutions Holding IJK

# of Institutions
934
Shares Held
73.6M
Call Options Held
5.1K
Put Options Held
0
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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