Beacon Financial Planning, Inc Ishares Core S&P Mid Cap ETF Transaction History

Beacon Financial Planning, Inc

$172 Billion
Q4 2024

A detailed history of Beacon Financial Planning, Inc transactions in Ishares Core S&P Mid Cap ETF stock. As of the latest transaction made, Beacon Financial Planning, Inc holds 219,038 shares of IJH stock, worth $14.2 Million. This represents 7.94% of its overall portfolio holdings.

Number of Shares

219,038

Previous 219,155 0.05%

Holding current value

$14.2 Million

Previous $13.7 Billion 0.07%

% of portfolio

7.94%

Previous 8.43%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 27, 2025	SELL	$61.68 - $67.87 $7,216 - $7,940	-117 Reduced 0.05%	219,038 $13.6 Billion
Q3 2024 Oct 24, 2024	SELL	$57.32 - $62.65 $449,388 - $491,176	-7,840 Reduced 3.45%	219,155 $13.7 Billion
Q2 2024 Jul 18, 2024	SELL	$56.43 - $60.79 $319,224 - $343,889	-5,657 Reduced 2.43%	226,995 $13.3 Billion
Q1 2024 Apr 22, 2024	BUY	$56.98 - $284.98 $10.6 Million - $52.8 Million	185,442 Added 392.8%	232,652 $14.1 Billion
Q4 2023 Jan 29, 2024	SELL	$232.04 - $279.85 $112,307 - $135,447	-484 Reduced 1.01%	47,210 $13.1 Billion
Q3 2023 Oct 24, 2023	SELL	$246.15 - $272.4 $148,920 - $164,802	-605 Reduced 1.25%	47,694 $11.9 Billion
Q2 2023 Jul 19, 2023	BUY	$240.22 - $261.48 $53,328 - $58,048	222 Added 0.46%	48,299 $12.6 Billion
Q1 2023 May 04, 2023	BUY	$237.25 - $271.72 $305,340 - $349,703	1,287 Added 2.75%	48,077 $12 Billion
Q4 2022 Feb 15, 2023	BUY	$44.74 - $257.0 $2.09 Million - $12 Million	46,790 New	46,790 $11.3 Billion

Others Institutions Holding IJH

# of Institutions

2,543

Shares Held

1.07B

Call Options Held

888K

Put Options Held

55.6K

View Full List

About ISHARES CORE S&P MID-CAP ETF

Ticker IJH
Sector ETFs
Industry ETFs

More about IJH

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Beacon Financial Planning, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Beacon Financial Planning, Inc with notifications on news.

Account

Beacon Financial Planning, Inc Ishares Core S&P Mid Cap ETF Transaction History