Wealthspire Advisors, LLC Ishares S&P Midcap 400 Growth Transaction History

Wealthspire Advisors, LLC

  • $7.49 Billion
  • Q1 2024

A detailed history of Wealthspire Advisors, LLC transactions in Ishares S&P Midcap 400 Growth stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 17,448 shares of IJK stock, worth $1.52 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
17,448
Previous 17,618 0.96%
Holding current value
$1.52 Million
Previous $1.4 Million 14.12%
% of portfolio
0.02%
Previous 0.02%

Shares

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

May 06, 2024
SELL
$76.81 - $91.25 $13,057 - $15,512
-170 Reduced 0.96%
17,448 $1.59 Million
Q4 2023

Feb 06, 2024
SELL
$67.78 - $80.04 $20,876 - $24,652
-308 Reduced 1.72%
17,618 $1.4 Million
Q3 2023

Nov 06, 2023
BUY
$71.48 - $77.94 $110,936 - $120,962
1,552 Added 9.48%
17,926 $1.29 Million
Q2 2023

Jul 31, 2023
SELL
$69.13 - $75.0 $10,507 - $11,400
-152 Reduced 0.92%
16,374 $1.23 Million
Q4 2022

Feb 13, 2023
BUY
$66.9 - $72.95 $340,654 - $371,461
5,092 Added 44.53%
16,526 $1.13 Million
Q3 2022

Nov 14, 2022
BUY
N/A
5,107 Added 80.72%
11,434 $721,000
Q2 2022

Aug 09, 2022
SELL
N/A
-231 Reduced 3.52%
6,327 $403,000
Q1 2022

May 09, 2022
SELL
N/A
-12 Reduced 0.18%
6,558 $507,000
Q4 2021

Feb 14, 2022
SELL
N/A
-57 Reduced 0.86%
6,570 $560,000
Q3 2021

Nov 15, 2021
SELL
N/A
-17 Reduced 0.26%
6,627 $525,000
Q2 2021

Aug 13, 2021
BUY
N/A
4 Added 0.06%
6,644 $538,000
Q1 2021

May 17, 2021
BUY
N/A
5 Added 0.08%
6,640 $520,000
Q4 2020

Feb 16, 2021
BUY
N/A
6,635 New
6,635 $479,000
Q2 2020

Aug 14, 2020
SELL
N/A
-1,596 Closed
0 $0
Q1 2020

May 12, 2020
BUY
N/A
1,596 New
1,596 $285,000

Others Institutions Holding IJK

# of Institutions
868
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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