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

Kingsview Wealth Management, LLC

$4.71 Billion
Q4 2024

A detailed history of Kingsview Wealth Management, LLC transactions in Ishares S&P Midcap 400 Growth stock. As of the latest transaction made, Kingsview Wealth Management, LLC holds 16,699 shares of IJK stock, worth $1.47 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

16,699

Previous 16,348 2.15%

Holding current value

$1.47 Million

Previous $1.5 Million 1.07%

% of portfolio

0.03%

Previous 0.03%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	BUY	$90.66 - $99.46 $31,821 - $34,910	351 Added 2.15%	16,699 $1.52 Million
Q3 2024 Nov 12, 2024	SELL	$84.81 - $93.54 $120,684 - $133,107	-1,423 Reduced 8.01%	16,348 $1.5 Million
Q2 2024 Aug 14, 2024	BUY	$84.85 - $91.12 $24,861 - $26,698	293 Added 1.68%	17,771 $1.57 Million
Q1 2024 May 09, 2024	BUY	$76.81 - $91.25 $55,072 - $65,426	717 Added 4.28%	17,478 $1.59 Million
Q4 2023 Feb 08, 2024	BUY	$67.78 - $80.04 $270,171 - $319,039	3,986 Added 31.2%	16,761 $1.33 Million
Q3 2023 Nov 07, 2023	BUY	$71.48 - $77.94 $88,492 - $96,489	1,238 Added 10.73%	12,775 $922,000
Q2 2023 Aug 10, 2023	BUY	$69.13 - $75.0 $3,871 - $4,200	56 Added 0.49%	11,537 $865,000
Q1 2023 May 15, 2023	BUY	$67.77 - $74.78 $4,676 - $5,159	69 Added 0.6%	11,481 $821,000
Q4 2022 Feb 13, 2023	SELL	$63.9 - $72.95 $24,857 - $28,377	-389 Reduced 3.3%	11,412 $779,000
Q3 2022 Nov 14, 2022	SELL	$62.35 - $75.79 $2,369 - $2,880	-38 Reduced 0.32%	11,801 $744,000
Q2 2022 Aug 16, 2022	SELL	$61.85 - $78.06 $74,096 - $93,515	-1,198 Reduced 9.19%	11,839 $754,000
Q1 2022 Feb 08, 2024	SELL	$72.34 - $85.19 $313,304 - $368,957	-4,331 Reduced 25.84%	12,430 $0
Q4 2021 Feb 17, 2022	SELL	$79.13 - $87.9 $35,450 - $39,379	-448 Reduced 3.32%	13,037 $1.11 Million
Q3 2021 Dec 03, 2021	BUY	$77.71 - $83.6 $123,325 - $132,673	1,587 Added 13.34%	13,485 $1.07 Million
Q2 2021 Aug 17, 2021	BUY	$77.05 - $83.36 $59,174 - $64,020	768 Added 6.9%	11,898 $970,000
Q1 2021 May 24, 2021	BUY	$71.22 - $80.18 $71,362 - $80,340	1,002 Added 9.89%	11,130 $887,000
Q4 2020 Feb 16, 2021	BUY	$60.53 - $72.82 $498,888 - $600,182	8,242 Added 437.01%	10,128 $731,000
Q3 2020 Nov 19, 2020	BUY	$55.44 - $62.69 $388 - $438	7 Added 0.37%	1,886 $451,000
Q2 2020 Aug 14, 2020	BUY	$41.56 - $59.34 $290 - $415	7 Added 0.37%	1,879 $421,000
Q1 2020 May 11, 2020	SELL	$37.62 - $61.93 $4,175 - $6,874	-111 Reduced 5.6%	1,872 $334,000
Q4 2019 Jan 31, 2020	BUY	$54.21 - $59.65 $107,498 - $118,285	1,983 New	1,983 $472,000
Q4 2019 Jan 30, 2020	SELL	$54.21 - $59.65 $78,116 - $85,955	-1,441 Closed	0 $0
Q3 2019 Jan 29, 2020	BUY	$55.64 - $57.01 $30,490 - $31,241	548 Added 61.37%	1,441 $323,000
Q2 2019 Jan 29, 2020	SELL	N/A	-337 Reduced 27.4%	893 $202,000
Q1 2019 Jan 29, 2020	SELL	N/A	-8 Reduced 0.65%	1,230 $269,000
Q4 2018 Jan 29, 2020	BUY	N/A	159 Added 14.74%	1,238 $237,000
Q3 2018 Jan 29, 2020	BUY	N/A	1,079 New	1,079 $251,000

Others Institutions Holding IJK

# of Institutions

973

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