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

Wealthspire Advisors, LLC

  • $9.71 Billion
  • Q3 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 20,244 shares of IJK stock, worth $1.95 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
20,244
Previous 17,146 18.07%
Holding current value
$1.95 Million
Previous $1.51 Million 23.25%
% of portfolio
0.02%
Previous 0.02%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024
BUY
$84.81 - $93.54 $262,741 - $289,786
3,098 Added 18.07%
20,244 $1.86 Million
Q2 2024

Aug 08, 2024
SELL
$84.85 - $91.12 $25,624 - $27,518
-302 Reduced 1.73%
17,146 $1.51 Million
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
$63.9 - $72.95 $325,378 - $371,461
5,092 Added 44.53%
16,526 $1.13 Million
Q3 2022

Nov 14, 2022
BUY
$62.35 - $75.79 $318,421 - $387,059
5,107 Added 80.72%
11,434 $721,000
Q2 2022

Aug 09, 2022
SELL
$61.85 - $78.06 $14,287 - $18,031
-231 Reduced 3.52%
6,327 $403,000
Q1 2022

May 09, 2022
SELL
$72.34 - $85.19 $868 - $1,022
-12 Reduced 0.18%
6,558 $507,000
Q4 2021

Feb 14, 2022
SELL
$79.13 - $87.9 $4,510 - $5,010
-57 Reduced 0.86%
6,570 $560,000
Q3 2021

Nov 15, 2021
SELL
$77.71 - $83.6 $1,321 - $1,421
-17 Reduced 0.26%
6,627 $525,000
Q2 2021

Aug 13, 2021
BUY
$77.05 - $83.36 $308 - $333
4 Added 0.06%
6,644 $538,000
Q1 2021

May 17, 2021
BUY
$71.22 - $80.18 $356 - $400
5 Added 0.08%
6,640 $520,000
Q4 2020

Feb 16, 2021
BUY
$60.53 - $72.82 $401,616 - $483,160
6,635 New
6,635 $479,000
Q2 2020

Aug 14, 2020
SELL
$41.56 - $59.34 $66,329 - $94,706
-1,596 Closed
0 $0
Q1 2020

May 12, 2020
BUY
$37.62 - $61.93 $60,041 - $98,840
1,596 New
1,596 $285,000

Others Institutions Holding IJK

# of Institutions
939
Shares Held
71.2M
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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