Pcg Wealth Advisors, LLC Ishares S&P Midcap 400 Growth Transaction History

Pcg Wealth Advisors, LLC

$257 Million
Q4 2024

A detailed history of Pcg Wealth Advisors, LLC transactions in Ishares S&P Midcap 400 Growth stock. As of the latest transaction made, Pcg Wealth Advisors, LLC holds 4,517 shares of IJK stock, worth $424,552. This represents 0.16% of its overall portfolio holdings.

Number of Shares

4,517

Previous 4,504 0.29%

Holding current value

$424,552

Previous $414,000 0.97%

% of portfolio

0.16%

Previous 0.17%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	BUY	$90.66 - $99.46 $1,178 - $1,292	13 Added 0.29%	4,517 $410,000
Q2 2024 Jul 15, 2024	BUY	$84.85 - $91.12 $339 - $364	4 Added 0.09%	4,504 $396,000
Q1 2024 Apr 19, 2024	BUY	$76.81 - $91.25 $230 - $273	3 Added 0.07%	4,500 $410,000
Q4 2023 Jan 29, 2024	SELL	$67.78 - $80.04 $104,787 - $123,741	-1,546 Reduced 25.58%	4,497 $356,000
Q2 2023 Jul 20, 2023	BUY	$69.13 - $75.0 $622 - $675	9 Added 0.15%	6,043 $453,000
Q1 2023 May 08, 2023	BUY	$67.77 - $74.78 $745 - $822	11 Added 0.18%	6,034 $431,000
Q4 2022 Feb 13, 2023	SELL	$63.9 - $72.95 $383,527 - $437,845	-6,002 Reduced 49.91%	6,023 $411,000
Q3 2022 Oct 12, 2022	BUY	$62.35 - $75.79 $375,908 - $456,937	6,029 Added 100.55%	12,025 $757,000
Q2 2022 Jul 13, 2022	BUY	$61.85 - $78.06 $618 - $780	10 Added 0.17%	5,996 $382,000
Q1 2022 Apr 22, 2022	SELL	$72.34 - $85.19 $113,212 - $133,322	-1,565 Reduced 20.73%	5,986 $463,000
Q4 2021 Feb 10, 2022	BUY	$79.13 - $87.9 $597,510 - $663,732	7,551 New	7,551 $643,000

Others Institutions Holding IJK

# of Institutions

951

Shares Held

72.5M

Call Options Held

5.1K

Put Options Held

View Full List

About ISHARES S&P MIDCAP 400 GROWTH

Ticker IJK
Sector ETFs
Industry ETFs

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Pcg Wealth Advisors, LLC Ishares S&P Midcap 400 Growth Transaction History