Western Wealth Management, LLC Ishares S&P Midcap 400 Growth Transaction History

Western Wealth Management, LLC

  • $1.72 Billion
  • Q3 2024

A detailed history of Western Wealth Management, LLC transactions in Ishares S&P Midcap 400 Growth stock. As of the latest transaction made, Western Wealth Management, LLC holds 3,529 shares of IJK stock, worth $334,513. This represents 0.02% of its overall portfolio holdings.

Number of Shares
3,529
Previous 3,527 0.06%
Holding current value
$334,513
Previous $310,000 4.52%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Nov 12, 2024
BUY
$84.81 - $93.54 $169 - $187
2 Added 0.06%
3,529 $324,000
Q1 2024

May 02, 2024
SELL
$76.81 - $91.25 $8,756 - $10,402
-114 Reduced 3.13%
3,527 $321,000
Q4 2023

Jan 31, 2024
BUY
$67.78 - $80.04 $203 - $240
3 Added 0.08%
3,641 $288,000
Q3 2023

Nov 07, 2023
BUY
$71.48 - $77.94 $9,435 - $10,288
132 Added 3.76%
3,638 $262,000
Q2 2023

Aug 30, 2023
BUY
$69.13 - $75.0 $3,733 - $4,050
54 Added 1.56%
3,506 $262,000
Q1 2023

Aug 30, 2023
BUY
$67.77 - $74.78 $203 - $224
3 Added 0.09%
3,452 $246,000
Q4 2022

Feb 02, 2023
SELL
$63.9 - $72.95 $219,943 - $251,093
-3,442 Reduced 49.95%
3,449 $235,000
Q3 2022

Nov 04, 2022
BUY
$62.35 - $75.79 $136,858 - $166,359
2,195 Added 46.74%
6,891 $435,000
Q2 2022

Jul 18, 2022
SELL
$61.85 - $78.06 $26,719 - $33,721
-432 Reduced 8.42%
4,696 $301,000
Q1 2022

May 10, 2022
BUY
$72.34 - $85.19 $171,084 - $201,474
2,365 Added 85.6%
5,128 $396,000
Q4 2021

Feb 14, 2022
SELL
$79.13 - $87.9 $64,807 - $71,990
-819 Reduced 22.86%
2,763 $235,000
Q2 2021

Aug 09, 2021
BUY
$77.05 - $83.36 $52,933 - $57,268
687 Added 23.73%
3,582 $288,000
Q1 2021

May 14, 2021
BUY
$71.22 - $80.18 $1,281 - $1,443
18 Added 0.63%
2,895 $227,000
Q4 2020

Feb 10, 2021
BUY
$60.53 - $72.82 $174,144 - $209,503
2,877 New
2,877 $208,000
Q1 2019

May 10, 2019
SELL
N/A
-1,366 Closed
0 $0
Q4 2018

Feb 15, 2019
BUY
N/A
1,366 New
1,366 $262,000

Others Institutions Holding IJK

# of Institutions
940
Shares Held
71.3M
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
Track This Portfolio

Track Western Wealth Management, LLC Portfolio

Follow Western Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Western Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Western Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email