Winthrop Advisory Group LLC Ishares S&P Midcap 400 Growth Transaction History

Winthrop Advisory Group LLC

$694 Million
Q1 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 Apr 17, 2023	BUY	$67.77 - $74.78 $195,109 - $215,291	2,879 New	2,879 $205,000
Q1 2021 Apr 23, 2021	SELL	N/A	-9,097 Closed	0 $0
Q4 2020 Jan 25, 2021	BUY	N/A	9,097 New	9,097 $657,000

Others Institutions Holding IJK

# of Institutions

868

Shares Held

70.7M

Call Options Held

3.3K

Put Options Held

200

Wells Fargo & Company San Francisco, CA

7.26M
Shares

$631 Million
0.16% of portfolio
Morgan Stanley New York, NY

6.67M
Shares

$580 Million
0.05% of portfolio
Bank Of America Corp Charlotte, NC

3.53M
Shares

$307 Million
0.03% of portfolio
Goldman Sachs Group Inc New York, NY

3.4M
Shares

$296 Million
0.06% of portfolio
Main Management ETF Advisors, LLC San Francisco, CA

2.88M
Shares

$250 Million
13.98% of portfolio

About ISHARES S&P MIDCAP 400 GROWTH

Ticker IJK
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Winthrop Advisory Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Winthrop Advisory Group LLC with notifications on news.