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

Wellspring Financial Advisors, LLC

$957 Billion
Q4 2024

A detailed history of Wellspring Financial Advisors, LLC transactions in Ishares S&P Midcap 400 Growth stock. As of the latest transaction made, Wellspring Financial Advisors, LLC holds 19,823 shares of IJK stock, worth $1.65 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares

19,823

Previous 24,067 17.63%

Holding current value

$1.65 Million

Previous $2.21 Billion 18.53%

% of portfolio

0.19%

Previous 0.26%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	SELL	$90.66 - $99.46 $384,761 - $422,108	-4,244 Reduced 17.63%	19,823 $1.8 Billion
Q3 2024 Nov 13, 2024	BUY	$84.81 - $93.54 $360,612 - $397,732	4,252 Added 21.46%	24,067 $2.21 Billion
Q2 2024 Aug 12, 2024	SELL	$84.85 - $91.12 $71,443 - $76,723	-842 Reduced 4.08%	19,815 $1.75 Billion
Q1 2024 May 01, 2024	BUY	$76.81 - $91.25 $1,766 - $2,098	23 Added 0.11%	20,657 $1.88 Billion
Q4 2023 Feb 13, 2024	BUY	$67.78 - $80.04 $2,575 - $3,041	38 Added 0.18%	20,634 $1.63 Billion
Q2 2023 Aug 11, 2023	SELL	$69.13 - $75.0 $503,473 - $546,225	-7,283 Reduced 26.12%	20,596 $1.54 Billion
Q1 2023 May 12, 2023	BUY	$67.77 - $74.78 $1,355 - $1,495	20 Added 0.07%	27,879 $1.99 Billion
Q4 2022 Feb 13, 2023	BUY	$63.9 - $72.95 $1,214 - $1,386	19 Added 0.07%	27,859 $1.9 Million
Q3 2022 Nov 14, 2022	SELL	$62.35 - $75.79 $810 - $985	-13 Reduced 0.05%	27,840 $1.75 Million
Q2 2022 Aug 12, 2022	SELL	$61.85 - $78.06 $653,321 - $824,547	-10,563 Reduced 27.5%	27,853 $1.78 Million
Q1 2022 May 10, 2022	SELL	$72.34 - $85.19 $16,348 - $19,252	-226 Reduced 0.58%	38,416 $2.97 Million
Q4 2021 Jan 03, 2022	BUY	$79.13 - $87.9 $1,266 - $1,406	16 Added 0.04%	38,642 $3.3 Million
Q3 2021 Nov 12, 2021	SELL	$77.71 - $83.6 $69,861 - $75,156	-899 Reduced 2.27%	38,626 $3.06 Million
Q2 2021 Aug 13, 2021	BUY	$77.05 - $83.36 $2.27 Million - $2.46 Million	29,499 Added 294.23%	39,525 $3.2 Million
Q1 2021 May 17, 2021	SELL	$71.22 - $80.18 $2.1 Million - $2.36 Million	-29,477 Reduced 74.62%	10,026 $1.79 Million
Q4 2020 Feb 16, 2021	BUY	$60.53 - $72.82 $1.78 Million - $2.15 Million	29,487 Added 294.4%	39,503 $2.85 Million
Q3 2020 Nov 13, 2020	BUY	$55.44 - $62.69 $332 - $376	6 Added 0.06%	10,016 $2.4 Million
Q2 2020 Aug 14, 2020	SELL	$41.56 - $59.34 $664 - $949	-16 Reduced 0.16%	10,010 $2.24 Million
Q1 2020 May 14, 2020	BUY	$37.62 - $61.93 $377,178 - $620,910	10,026 New	10,026 $1.79 Million

Others Institutions Holding IJK

# of Institutions

974

Shares Held

70.5M

Call Options Held

4.2K

Put Options Held

800

View Full List

About ISHARES S&P MIDCAP 400 GROWTH

Ticker IJK
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Wellspring Financial Advisors, LLC Ishares S&P Midcap 400 Growth Transaction History