Global Retirement Partners, LLC Ishares S&P Midcap 400 Growth Transaction History

Global Retirement Partners, LLC

$3.4 Billion
Q4 2024

A detailed history of Global Retirement Partners, LLC transactions in Ishares S&P Midcap 400 Growth stock. As of the latest transaction made, Global Retirement Partners, LLC holds 41,212 shares of IJK stock, worth $3.57 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares

41,212

Previous 70,348 41.42%

Holding current value

$3.57 Million

Previous $6.47 Million 42.06%

% of portfolio

0.11%

Previous 0.2%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	SELL	$90.66 - $99.46 $2.64 Million - $2.9 Million	-29,136 Reduced 41.42%	41,212 $3.75 Million
Q3 2024 Oct 16, 2024	BUY	$84.81 - $93.54 $1.05 Million - $1.15 Million	12,327 Added 21.25%	70,348 $6.47 Million
Q2 2024 Jul 23, 2024	BUY	$84.85 - $91.12 $1.45 Million - $1.56 Million	17,147 Added 41.95%	58,021 $5.11 Million
Q1 2024 Apr 23, 2024	BUY	$76.81 - $91.25 $567,241 - $673,881	7,385 Added 22.05%	40,874 $3.73 Million
Q4 2023 Jan 18, 2024	BUY	$67.78 - $80.04 $1.13 Million - $1.33 Million	16,673 Added 99.15%	33,489 $2.65 Million
Q3 2023 Oct 13, 2023	SELL	$71.48 - $77.94 $924,379 - $1.01 Million	-12,932 Reduced 43.47%	16,816 $1.21 Million
Q2 2023 Jul 20, 2023	BUY	$69.13 - $75.0 $960,077 - $1.04 Million	13,888 Added 87.57%	29,748 $2.23 Million
Q1 2023 May 05, 2023	BUY	$67.77 - $74.78 $798,262 - $880,833	11,779 Added 288.63%	15,860 $1.13 Million
Q4 2022 Feb 13, 2023	SELL	$63.9 - $72.95 $43,707 - $49,897	-684 Reduced 14.35%	4,081 $278,000
Q3 2022 Nov 03, 2022	BUY	$62.35 - $75.79 $53,808 - $65,406	863 Added 22.12%	4,765 $329,000
Q2 2022 Jul 15, 2022	BUY	$61.85 - $78.06 $494 - $624	8 Added 0.21%	3,902 $249,000
Q1 2022 Jul 14, 2022	BUY	$72.34 - $85.19 $281,691 - $331,729	3,894 New	3,894 $259,000
Q4 2021 Jan 21, 2022	SELL	$79.13 - $87.9 $174,560 - $193,907	-2,206 Closed	0 $0
Q3 2021 Oct 22, 2021	BUY	$77.71 - $83.6 $5,439 - $5,852	70 Added 3.28%	2,206 $175,000
Q2 2021 Jul 15, 2021	SELL	$77.05 - $83.36 $21,342 - $23,090	-277 Reduced 11.48%	2,136 $173,000
Q1 2021 Apr 14, 2021	SELL	$71.22 - $80.18 $187,237 - $210,793	-2,629 Reduced 52.14%	2,413 $189,000
Q4 2020 Jan 13, 2021	BUY	$60.53 - $72.82 $208,828 - $251,228	3,450 Added 216.71%	5,042 $364,000
Q3 2020 Oct 09, 2020	SELL	$55.44 - $62.69 $3,381 - $3,824	-61 Reduced 3.69%	1,592 $381,000
Q2 2020 Jul 13, 2020	SELL	$41.56 - $59.34 $55,357 - $79,040	-1,332 Reduced 44.62%	1,653 $370,000
Q1 2020 Apr 28, 2020	SELL	$37.62 - $61.93 $70,838 - $116,614	-1,883 Reduced 38.68%	2,985 $533,000
Q4 2019 Jan 23, 2020	SELL	$54.21 - $59.65 $36,049 - $39,667	-665 Reduced 12.02%	4,868 $1.16 Million
Q3 2019 Nov 19, 2019	BUY	$55.64 - $57.01 $228,736 - $234,368	4,111 Added 289.1%	5,533 $1.24 Million
Q2 2019 Nov 19, 2019	BUY	N/A	696 Added 95.87%	1,422 $322,000
Q1 2019 May 07, 2019	SELL	N/A	-27 Reduced 3.59%	726 $159,000
Q4 2018 Feb 22, 2019	SELL	N/A	-407 Reduced 35.09%	753 $144,000
Q3 2018 Oct 17, 2018	BUY	N/A	70 Added 6.42%	1,160 $270,000
Q2 2018 Aug 13, 2018	BUY	N/A	258 Added 31.01%	1,090 $245,000
Q4 2017 Aug 13, 2018	BUY	N/A	8 Added 0.97%	832 $180,000
Q2 2017 Aug 10, 2018	BUY	N/A	446 Added 117.99%	824 $162,000
Q4 2016 Aug 10, 2018	BUY	N/A	378	378 $69,000

Others Institutions Holding IJK

# of Institutions

976

Shares Held

70.6M

Call Options Held

4.2K

Put Options Held

800

View Full List

About ISHARES S&P MIDCAP 400 GROWTH

Ticker IJK
Sector ETFs
Industry ETFs

More about IJK

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Global Retirement Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Global Retirement Partners, LLC with notifications on news.

Account

Global Retirement Partners, LLC Ishares S&P Midcap 400 Growth Transaction History