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

Wealthspire Advisors, LLC

$18.8 Billion
Q3 2025

A detailed history of Wealthspire Advisors, LLC transactions in Ishares S&P Midcap 400 Growth stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 45,644 shares of IJK stock, worth $4.31 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

45,644

Previous 46,528 1.9%

Holding current value

$4.31 Million

Previous $4.23 Million 3.38%

% of portfolio

0.02%

Previous 0.02%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 13, 2025	SELL	$91.28 - $97.59 $80,691 - $86,269	-884 Reduced 1.9%	45,644 $4.38 Million
Q2 2025 Aug 11, 2025	SELL	$73.7 - $90.98 $146,368 - $180,686	-1,986 Reduced 4.09%	46,528 $4.23 Million
Q1 2025 May 09, 2025	BUY	$81.62 - $96.63 $2.07 Million - $2.45 Million	25,381 Added 109.72%	48,514 $4.04 Million
Q4 2024 Feb 03, 2025	BUY	$90.66 - $99.46 $261,916 - $287,339	2,889 Added 14.27%	23,133 $2.1 Million
Q3 2024 Nov 13, 2024	BUY	$84.81 - $93.54 $262,741 - $289,786	3,098 Added 18.07%	20,244 $1.86 Million

Q2 2024 Aug 08, 2024	SELL	$84.85 - $91.12 $25,624 - $27,518	-302 Reduced 1.73%	17,146 $1.51 Million
Q1 2024 May 06, 2024	SELL	$76.81 - $91.25 $13,057 - $15,512	-170 Reduced 0.96%	17,448 $1.59 Million
Q4 2023 Feb 06, 2024	SELL	$67.78 - $80.04 $20,876 - $24,652	-308 Reduced 1.72%	17,618 $1.4 Million
Q3 2023 Nov 06, 2023	BUY	$71.48 - $77.94 $110,936 - $120,962	1,552 Added 9.48%	17,926 $1.29 Million
Q2 2023 Jul 31, 2023	SELL	$69.13 - $75.0 $10,507 - $11,400	-152 Reduced 0.92%	16,374 $1.23 Million
Q4 2022 Feb 13, 2023	BUY	$63.9 - $72.95 $325,378 - $371,461	5,092 Added 44.53%	16,526 $1.13 Million
Q3 2022 Nov 14, 2022	BUY	$62.35 - $75.79 $318,421 - $387,059	5,107 Added 80.72%	11,434 $721,000
Q2 2022 Aug 09, 2022	SELL	$61.85 - $78.06 $14,287 - $18,031	-231 Reduced 3.52%	6,327 $403,000
Q1 2022 May 09, 2022	SELL	$72.34 - $85.19 $868 - $1,022	-12 Reduced 0.18%	6,558 $507,000
Q4 2021 Feb 14, 2022	SELL	$79.13 - $87.9 $4,510 - $5,010	-57 Reduced 0.86%	6,570 $560,000
Q3 2021 Nov 15, 2021	SELL	$77.71 - $83.6 $1,321 - $1,421	-17 Reduced 0.26%	6,627 $525,000
Q2 2021 Aug 13, 2021	BUY	$77.05 - $83.36 $308 - $333	4 Added 0.06%	6,644 $538,000
Q1 2021 May 17, 2021	BUY	$71.22 - $80.18 $356 - $400	5 Added 0.08%	6,640 $520,000
Q4 2020 Feb 16, 2021	BUY	$60.53 - $72.82 $401,616 - $483,160	6,635 New	6,635 $479,000
Q2 2020 Aug 14, 2020	SELL	$41.56 - $59.34 $66,329 - $94,706	-1,596 Closed	0 $0
Q1 2020 May 12, 2020	BUY	$37.62 - $61.93 $60,041 - $98,840	1,596 New	1,596 $285,000

Others Institutions Holding IJK

# of Institutions

997

Shares Held

64.4M

Call Options Held

6.5K

Put Options Held

View Full List

About ISHARES S&P MIDCAP 400 GROWTH

Ticker IJK
Sector ETFs
Industry ETFs

More about IJK

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealthspire Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealthspire Advisors, LLC with notifications on news.

Account

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