Creative One Wealth, LLC Ishares S&P Midcap 400 Growth Transaction History

Creative One Wealth, LLC

  • $3.51 Billion
  • Q3 2025

A detailed history of Creative One Wealth, LLC transactions in Ishares S&P Midcap 400 Growth stock. As of the latest transaction made, Creative One Wealth, LLC holds 19,322 shares of IJK stock, worth $1.82 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
19,322
Previous 20,671 6.53%
Holding current value
$1.82 Million
Previous $1.88 Million 1.49%
% of portfolio
0.05%
Previous 0.06%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025
SELL
$91.28 - $97.59 $123,136 - $131,648
-1,349 Reduced 6.53%
19,322 $1.85 Million
Q2 2025

Aug 12, 2025
BUY
$73.7 - $90.98 $242,988 - $299,961
3,297 Added 18.98%
20,671 $1.88 Million
Q1 2025

May 14, 2025
SELL
$81.62 - $96.63 $708,298 - $838,555
-8,678 Reduced 33.31%
17,374 $1.45 Million
Q4 2024

Feb 13, 2025
BUY
$90.66 - $99.46 $853,835 - $936,714
9,418 Added 56.62%
26,052 $2.37 Million
Q3 2024

Nov 13, 2024
BUY
$84.81 - $93.54 $222,032 - $244,887
2,618 Added 18.68%
16,634 $1.53 Million
Q2 2024

Aug 14, 2024
SELL
$84.85 - $91.12 $49,891 - $53,578
-588 Reduced 4.03%
14,016 $1.24 Million
Q1 2024

May 14, 2024
BUY
$76.81 - $91.25 $72,585 - $86,231
945 Added 6.92%
14,604 $1.33 Million
Q4 2023

Feb 09, 2024
SELL
$67.78 - $80.04 $101,195 - $119,499
-1,493 Reduced 9.85%
13,659 $1.08 Million
Q3 2023

Oct 17, 2023
BUY
$71.48 - $77.94 $30,021 - $32,734
420 Added 2.85%
15,152 $1.1 Million
Q2 2023

Aug 16, 2023
BUY
$69.13 - $75.0 $5,945 - $6,450
86 Added 0.59%
14,732 $1.11 Million
Q2 2023

Aug 14, 2023
BUY
$69.13 - $75.0 $99,339 - $107,775
1,437 Added 10.88%
14,646 $1.1 Million
Q1 2023

May 15, 2023
BUY
$67.77 - $74.78 $69,125 - $76,275
1,020 Added 8.37%
13,209 $945,000
Q4 2022

Feb 14, 2023
BUY
$63.9 - $72.95 $51,120 - $58,360
800 Added 7.02%
12,189 $832,000
Q3 2022

Nov 14, 2022
BUY
$62.35 - $75.79 $326,152 - $396,457
5,231 Added 84.95%
11,389 $718,000
Q2 2022

Aug 12, 2022
BUY
$61.85 - $78.06 $380,872 - $480,693
6,158 New
6,158 $392,000
Q1 2021

May 17, 2021
SELL
$71.22 - $80.18 $268,570 - $302,358
-3,771 Closed
0 $0
Q4 2020

Feb 12, 2021
BUY
$60.53 - $72.82 $228,258 - $274,604
3,771 New
3,771 $272,000

Others Institutions Holding IJK

# of Institutions
997
Shares Held
64.4M
Call Options Held
6.5K
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 Creative One Wealth, LLC Portfolio

Follow Creative One Wealth, 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 Creative One Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Creative One Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email