Total Wealth Planning, LLC Ishares S&P Midcap 400 Growth Transaction History

Total Wealth Planning, LLC

  • $611 Million
  • Q1 2025

A detailed history of Total Wealth Planning, LLC transactions in Ishares S&P Midcap 400 Growth stock. As of the latest transaction made, Total Wealth Planning, LLC holds 4,132 shares of IJK stock, worth $343,658. This represents 0.06% of its overall portfolio holdings.

Number of Shares
4,132
Previous 4,131 0.02%
Holding current value
$343,658
Previous $375,000 8.53%
% of portfolio
0.06%
Previous 0.06%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 15, 2025
BUY
$81.62 - $96.63 $81 - $96
1 Added 0.02%
4,132 $343,000
Q4 2024

Jan 15, 2025
SELL
$90.66 - $99.46 $2,629 - $2,884
-29 Reduced 0.7%
4,131 $375,000
Q3 2024

Oct 10, 2024
BUY
$84.81 - $93.54 $169 - $187
2 Added 0.05%
4,160 $382,000
Q2 2024

Aug 02, 2024
SELL
$84.85 - $91.12 $2,290 - $2,460
-27 Reduced 0.65%
4,158 $366,000
Q1 2024

Apr 18, 2024
SELL
$76.81 - $91.25 $8,141 - $9,672
-106 Reduced 2.47%
4,185 $381,000
Q4 2023

Feb 05, 2024
BUY
$67.78 - $80.04 $338 - $400
5 Added 0.12%
4,291 $339,000
Q3 2023

Nov 08, 2023
SELL
$71.48 - $77.94 $21,729 - $23,693
-304 Reduced 6.62%
4,286 $309,000
Q2 2023

Jul 31, 2023
SELL
$69.13 - $75.0 $6,359 - $6,900
-92 Reduced 1.96%
4,590 $344,000
Q1 2023

Apr 14, 2023
SELL
$67.77 - $74.78 $1,694 - $1,869
-25 Reduced 0.53%
4,682 $334,000
Q4 2022

Feb 02, 2023
SELL
$63.9 - $72.95 $11,246 - $12,839
-176 Reduced 3.6%
4,707 $321,000
Q2 2022

Aug 01, 2022
BUY
$61.85 - $78.06 $123 - $156
2 Added 0.04%
4,883 $311,000
Q1 2022

May 13, 2022
BUY
$72.34 - $85.19 $277,713 - $327,044
3,839 Added 368.43%
4,881 $377,000
Q4 2021

Feb 09, 2022
SELL
$79.13 - $87.9 $233,433 - $259,305
-2,950 Reduced 73.9%
1,042 $228,000
Q2 2021

Aug 16, 2021
BUY
$77.05 - $83.36 $154 - $166
2 Added 0.05%
3,992 $323,000
Q4 2020

Feb 11, 2021
BUY
$60.53 - $72.82 $181,105 - $217,877
2,992 Added 299.8%
3,990 $288,000
Q3 2020

Nov 10, 2020
SELL
$55.44 - $62.69 $2,605 - $2,946
-47 Reduced 4.5%
998 $239,000
Q2 2020

Aug 13, 2020
BUY
$41.56 - $59.34 $43,430 - $62,010
1,045 New
1,045 $234,000
Q1 2020

May 13, 2020
SELL
$37.62 - $61.93 $39,275 - $64,654
-1,044 Closed
0 $0
Q4 2019

Feb 11, 2020
BUY
$54.21 - $59.65 $54 - $59
1 Added 0.1%
1,044 $249,000
Q2 2019

Aug 06, 2019
BUY
N/A
1 Added 0.1%
1,043 $236,000
Q1 2019

May 15, 2019
BUY
N/A
1,042 New
1,042 $228,000

Others Institutions Holding IJK

# of Institutions
964
Shares Held
70.7M
Call Options Held
4.2K
Put Options Held
800
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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