Institute For Wealth Management, Llc. Ishares S&P Midcap 400 Growth Transaction History

Institute For Wealth Management, Llc.

  • $929 Million
  • Q3 2025

A detailed history of Institute For Wealth Management, Llc. transactions in Ishares S&P Midcap 400 Growth stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 3,008 shares of IJK stock, worth $284,075. This represents 0.03% of its overall portfolio holdings.

Number of Shares
3,008
Previous 3,032 0.79%
Holding current value
$284,075
Previous $275,000 4.73%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Oct 17, 2025
SELL
$91.28 - $97.59 $2,190 - $2,342
-24 Reduced 0.79%
3,008 $288,000
Q2 2024

Jul 25, 2024
SELL
$84.85 - $91.12 $15,782 - $16,948
-186 Reduced 5.78%
3,032 $267,000
Q1 2024

Apr 30, 2024
SELL
$76.81 - $91.25 $24,195 - $28,743
-315 Reduced 8.92%
3,218 $293,000
Q3 2023

Oct 13, 2023
SELL
$71.48 - $77.94 $4,288 - $4,676
-60 Reduced 1.67%
3,533 $255,000
Q2 2023

Jul 25, 2023
BUY
$69.13 - $75.0 $24,057 - $26,100
348 Added 10.72%
3,593 $269,000
Q1 2023

Apr 20, 2023
BUY
$67.77 - $74.78 $9,555 - $10,543
141 Added 4.54%
3,245 $232,000
Q4 2022

Feb 02, 2023
SELL
$63.9 - $72.95 $33,228 - $37,934
-520 Reduced 14.35%
3,104 $212,000
Q1 2021

May 04, 2021
SELL
$71.22 - $80.18 $12,819 - $14,432
-180 Reduced 4.73%
3,624 $284,000
Q4 2020

Feb 01, 2021
BUY
$60.53 - $72.82 $172,692 - $207,755
2,853 Added 300.0%
3,804 $275,000
Q3 2020

Nov 03, 2020
SELL
$55.44 - $62.69 $3,714 - $4,200
-67 Reduced 6.58%
951 $227,000
Q2 2020

Jul 30, 2020
BUY
$41.56 - $59.34 $42,308 - $60,408
1,018 New
1,018 $228,000
Q1 2020

Apr 29, 2020
SELL
$37.62 - $61.93 $39,049 - $64,283
-1,038 Closed
0 $0
Q4 2019

Feb 27, 2020
BUY
$54.21 - $59.65 $42,880 - $47,183
791 Added 320.24%
1,038 $247,000
Q4 2019

Jan 27, 2020
SELL
$54.21 - $59.65 $42,338 - $46,586
-781 Reduced 75.97%
247 $247,000
Q3 2019

Oct 28, 2019
SELL
$55.64 - $57.01 $278 - $285
-5 Reduced 0.48%
1,028 $230,000
Q2 2019

Aug 02, 2019
SELL
N/A
-5 Reduced 0.48%
1,033 $234,000
Q1 2019

May 15, 2019
BUY
N/A
1,038 New
1,038 $227,000
Q1 2018

May 15, 2018
SELL
N/A
-950 Closed
0 $0
Q4 2017

Feb 12, 2018
BUY
N/A
950
950 $205,000

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
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