Vista Private Wealth Partners. LLC Ishares S&P Midcap 400 Growth Transaction History

Vista Private Wealth Partners. LLC

  • $261 Million
  • Q3 2024

A detailed history of Vista Private Wealth Partners. LLC transactions in Ishares S&P Midcap 400 Growth stock. As of the latest transaction made, Vista Private Wealth Partners. LLC holds 5,347 shares of IJK stock, worth $490,533. This represents 0.19% of its overall portfolio holdings.

Number of Shares
5,347
Previous 5,347 -0.0%
Holding current value
$490,533
Previous $471,000 4.25%
% of portfolio
0.19%
Previous 0.19%

Shares

24 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 05, 2024
BUY
$84.85 - $91.12 $763 - $820
9 Added 0.17%
5,347 $471,000
Q1 2024

May 13, 2024
SELL
$76.81 - $91.25 $2,073 - $2,463
-27 Reduced 0.5%
5,338 $487,000
Q4 2023

Feb 13, 2024
SELL
$67.78 - $80.04 $19,249 - $22,731
-284 Reduced 5.03%
5,365 $425,000
Q2 2023

Jul 17, 2023
BUY
$69.13 - $75.0 $898 - $975
13 Added 0.23%
5,649 $423,000
Q1 2023

May 09, 2023
SELL
$67.77 - $74.78 $5,895 - $6,505
-87 Reduced 1.52%
5,636 $403,000
Q4 2022

Jan 12, 2023
BUY
$63.9 - $72.95 $134,062 - $153,049
2,098 Added 57.88%
5,723 $0
Q3 2022

Oct 13, 2022
BUY
$62.35 - $75.79 $872 - $1,061
14 Added 0.39%
3,625 $235,000
Q2 2022

Jul 13, 2022
BUY
$61.85 - $78.06 $3,463 - $4,371
56 Added 1.58%
3,611 $232,000
Q1 2022

Apr 13, 2022
SELL
$72.34 - $85.19 $34,072 - $40,124
-471 Reduced 11.7%
3,555 $277,000
Q4 2021

Jan 19, 2022
BUY
$79.13 - $87.9 $949 - $1,054
12 Added 0.3%
4,026 $342,000
Q2 2021

Jul 14, 2021
BUY
$77.05 - $83.36 $232,305 - $251,330
3,015 Added 301.8%
4,014 $327,000
Q1 2021

Apr 14, 2021
SELL
$71.22 - $80.18 $214,087 - $241,021
-3,006 Reduced 75.06%
999 $239,000
Q4 2020

Jan 20, 2021
BUY
$60.53 - $72.82 $181,953 - $218,896
3,006 Added 300.9%
4,005 $285,000
Q3 2020

Dec 22, 2020
BUY
$55.44 - $62.69 $110 - $125
2 Added 0.2%
999 $239,000
Q2 2020

Jul 15, 2020
BUY
$41.56 - $59.34 $41,435 - $59,161
997 New
997 $223,000
Q1 2020

Apr 16, 2020
SELL
$37.62 - $61.93 $37,319 - $61,434
-992 Closed
0 $0
Q4 2019

Jan 08, 2020
BUY
$54.21 - $59.65 $325 - $357
6 Added 0.61%
992 $237,000
Q2 2019

Aug 27, 2019
BUY
N/A
2 Added 0.2%
986 $219,000
Q1 2019

Apr 18, 2019
BUY
N/A
3 Added 0.31%
984 $220,000
Q4 2018

Feb 14, 2019
BUY
N/A
3 Added 0.31%
981 $208,000
Q3 2018

Nov 15, 2018
BUY
N/A
5 Added 0.51%
978 $209,000
Q1 2018

May 15, 2018
BUY
N/A
2 Added 0.21%
973 $219,000
Q4 2017

Feb 26, 2018
BUY
N/A
3 Added 0.31%
971 $213,000
Q3 2017

Dec 05, 2017
BUY
N/A
968
968 $203,000

Others Institutions Holding IJK

# of Institutions
913
Shares Held
75.3M
Call Options Held
2.7K
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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