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

Iht Wealth Management, LLC

  • $3.44 Billion
  • Q3 2024

A detailed history of Iht Wealth Management, LLC transactions in Ishares S&P Midcap 400 Growth stock. As of the latest transaction made, Iht Wealth Management, LLC holds 17,232 shares of IJK stock, worth $1.65 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
17,232
Previous 13,420 28.41%
Holding current value
$1.65 Million
Previous $1.18 Million 34.01%
% of portfolio
0.05%
Previous 0.05%

Shares

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

Nov 14, 2024
BUY
$84.81 - $93.54 $323,295 - $356,574
3,812 Added 28.41%
17,232 $1.58 Million
Q2 2024

Aug 14, 2024
SELL
$84.85 - $91.12 $9,078 - $9,749
-107 Reduced 0.79%
13,420 $1.18 Million
Q1 2024

May 15, 2024
SELL
$76.81 - $91.25 $66,133 - $78,566
-861 Reduced 5.98%
13,527 $1.23 Million
Q4 2023

Feb 14, 2024
SELL
$67.78 - $80.04 $177,176 - $209,224
-2,614 Reduced 15.37%
14,388 $1.14 Million
Q3 2023

Nov 14, 2023
BUY
$71.48 - $77.94 $285 - $311
4 Added 0.02%
17,002 $1.23 Million
Q2 2023

Aug 14, 2023
BUY
$69.13 - $75.0 $262,832 - $285,150
3,802 Added 28.81%
16,998 $1.27 Million
Q1 2023

May 15, 2023
SELL
$67.77 - $74.78 $10,029 - $11,067
-148 Reduced 1.11%
13,196 $943,000
Q4 2022

Feb 14, 2023
SELL
$63.9 - $72.95 $6,517 - $7,440
-102 Reduced 0.76%
13,344 $911,000
Q3 2022

Nov 22, 2022
BUY
$62.35 - $75.79 $169,342 - $205,845
2,716 Added 25.31%
13,446 $847,000
Q2 2022

Aug 15, 2022
SELL
$61.85 - $78.06 $61 - $78
-1 Reduced 0.01%
10,730 $684,000
Q1 2022

May 16, 2022
SELL
$72.34 - $85.19 $4,702 - $5,537
-65 Reduced 0.6%
10,731 $829,000
Q4 2021

Feb 14, 2022
SELL
$79.13 - $87.9 $23,659 - $26,282
-299 Reduced 2.69%
10,796 $920,000
Q3 2021

Nov 15, 2021
SELL
$77.71 - $83.6 $56,961 - $61,278
-733 Reduced 6.2%
11,095 $879,000
Q2 2021

Aug 16, 2021
BUY
$77.05 - $83.36 $77 - $83
1 Added 0.01%
11,828 $957,000
Q1 2021

May 18, 2021
SELL
$71.22 - $80.18 $13,389 - $15,073
-188 Reduced 1.56%
11,827 $927,000
Q4 2020

Feb 17, 2021
BUY
$60.53 - $72.82 $544,709 - $655,307
8,999 Added 298.38%
12,015 $868,000
Q3 2020

Nov 19, 2020
BUY
$55.44 - $62.69 $13,250 - $14,982
239 Added 8.61%
3,016 $721,000
Q2 2020

Aug 14, 2020
SELL
$41.56 - $59.34 $24,603 - $35,129
-592 Reduced 17.57%
2,777 $622,000
Q1 2020

May 13, 2020
BUY
$37.62 - $61.93 $11,925 - $19,631
317 Added 10.39%
3,369 $601,000
Q4 2019

Feb 18, 2020
SELL
$54.21 - $59.65 $19,081 - $20,996
-352 Reduced 10.34%
3,052 $727,000
Q3 2019

Nov 15, 2019
BUY
$55.64 - $57.01 $8,067 - $8,266
145 Added 4.45%
3,404 $762,000
Q2 2019

Aug 12, 2019
BUY
N/A
267 Added 8.92%
3,259 $737,000
Q1 2019

May 16, 2019
BUY
N/A
76 Added 2.61%
2,992 $656,000
Q4 2018

Feb 15, 2019
BUY
N/A
284 Added 10.79%
2,916 $558,000
Q3 2018

Nov 14, 2018
BUY
N/A
6 Added 0.23%
2,632 $613,000
Q2 2018

Aug 13, 2018
SELL
N/A
-143 Reduced 5.16%
2,626 $590,000
Q1 2018

May 15, 2018
BUY
N/A
130 Added 4.93%
2,769 $590,000
Q4 2017

Feb 14, 2018
BUY
N/A
1,339 Added 103.0%
2,639 $586,000
Q3 2017

Nov 14, 2017
BUY
N/A
1,300
1,300 $267,000

Others Institutions Holding IJK

# of Institutions
937
Shares Held
71.1M
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 Iht Wealth Management, LLC Portfolio

Follow Iht 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 Iht Wealth Management, LLC, based on Form 13F filings with the SEC.

News

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

Choose your preferred platform and Sign Up 👇 Telegram Email