Lee Kelleher Wealth Management Ishares S&P Midcap 400 Growth Transaction History

Lee Kelleher Wealth Management

  • $168 Billion
  • Q4 2025

A detailed history of Lee Kelleher Wealth Management transactions in Ishares S&P Midcap 400 Growth stock. As of the latest transaction made, Lee Kelleher Wealth Management holds 38,748 shares of IJK stock, worth $3.66 Million. This represents 2.24% of its overall portfolio holdings.

Number of Shares
38,748
Previous 38,863 0.3%
Holding current value
$3.66 Million
Previous $3.73 Billion 0.73%
% of portfolio
2.24%
Previous 2.3%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 14, 2026
SELL
$93.11 - $97.9 $10,707 - $11,258
-115 Reduced 0.3%
38,748 $3.75 Billion
Q3 2025

Oct 23, 2025
BUY
$91.28 - $97.59 $15,974 - $17,078
175 Added 0.45%
38,863 $3.73 Billion
Q2 2025

Jul 14, 2025
SELL
$73.7 - $90.98 $4,422 - $5,458
-60 Reduced 0.15%
38,688 $3.52 Billion
Q1 2025

May 08, 2025
SELL
$81.62 - $96.63 $3,428 - $4,058
-42 Reduced 0.11%
38,748 $3.23 Billion
Q4 2024

Apr 17, 2025
BUY
$90.66 - $99.46 $3.52 Million - $3.86 Million
38,790 New
38,790 $3.53 Billion

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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