Balboa Wealth Partners Ishares S&P Midcap 400 Growth Transaction History

Balboa Wealth Partners

  • $389 Million
  • Q3 2024

A detailed history of Balboa Wealth Partners transactions in Ishares S&P Midcap 400 Growth stock. As of the latest transaction made, Balboa Wealth Partners holds 13,924 shares of IJK stock, worth $1.29 Million. This represents 0.33% of its overall portfolio holdings.

Number of Shares
13,924
Previous 13,787 0.99%
Holding current value
$1.29 Million
Previous $1.21 Million 5.44%
% of portfolio
0.33%
Previous 0.33%

Shares

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

Nov 06, 2024
BUY
$84.81 - $93.54 $11,618 - $12,814
137 Added 0.99%
13,924 $1.28 Million
Q2 2024

Aug 13, 2024
BUY
$84.85 - $91.12 $1.17 Million - $1.26 Million
13,787 New
13,787 $1.21 Million
Q4 2023

Feb 09, 2024
BUY
$67.78 - $80.04 $462,734 - $546,433
6,827 Added 95.8%
13,953 $1.11 Million
Q3 2023

Oct 23, 2023
BUY
$71.48 - $77.94 $509,366 - $555,400
7,126 New
7,126 $514,000

Others Institutions Holding IJK

# of Institutions
936
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
Track This Portfolio

Track Balboa Wealth Partners Portfolio

Follow Balboa Wealth Partners 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 Balboa Wealth Partners, based on Form 13F filings with the SEC.

News

Stay updated on Balboa Wealth Partners with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email