Family Wealth Group, LLC Ishares Core S&P Mid Cap ETF Transaction History

Family Wealth Group, LLC

  • $92.9 Million
  • Q3 2024

A detailed history of Family Wealth Group, LLC transactions in Ishares Core S&P Mid Cap ETF stock. As of the latest transaction made, Family Wealth Group, LLC holds 8,144 shares of IJH stock, worth $548,579. This represents 0.55% of its overall portfolio holdings.

Number of Shares
8,144
Previous 8,376 2.77%
Holding current value
$548,579
Previous $490,000 3.47%
% of portfolio
0.55%
Previous 0.53%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
SELL
$57.32 - $62.65 $13,298 - $14,534
-232 Reduced 2.77%
8,144 $507,000
Q2 2024

Aug 14, 2024
BUY
$56.43 - $60.79 $20,484 - $22,066
363 Added 4.53%
8,376 $490,000
Q1 2024

Aug 14, 2024
BUY
$56.98 - $284.98 $369,458 - $1.85 Million
6,484 Added 424.07%
8,013 $486,000
Q4 2023

Feb 14, 2024
BUY
$232.04 - $279.85 $354,789 - $427,890
1,529 New
1,529 $423,000

Others Institutions Holding IJH

# of Institutions
2,463
Shares Held
1.05B
Call Options Held
888K
Put Options Held
55.6K
View Full List

About ISHARES CORE S&P MID-CAP ETF

IJH Quotes by TradingView
  • Ticker IJH
  • Sector ETFs
  • Industry ETFs
More about IJH
Track This Portfolio

Track Family Wealth Group, LLC Portfolio

Follow Family Wealth Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Family Wealth Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email