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

National Wealth Management Group, LLC

$131 Billion
Q2 2024

A detailed history of National Wealth Management Group, LLC transactions in Ishares Core S&P Mid Cap ETF stock. As of the latest transaction made, National Wealth Management Group, LLC holds 26,447 shares of IJH stock, worth $1.64 Million. This represents 1.18% of its overall portfolio holdings.

Number of Shares

26,447

Previous 19,162 38.02%

Holding current value

$1.64 Million

Previous $1.16 Billion 32.97%

% of portfolio

1.18%

Previous 0.91%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 09, 2024	BUY	$56.43 - $60.79 $411,092 - $442,855	7,285 Added 38.02%	26,447 $1.55 Billion
Q1 2024 May 17, 2024	BUY	$56.98 - $284.98 $904,044 - $4.52 Million	15,866 Added 481.37%	19,162 $1.16 Billion
Q4 2023 Feb 01, 2024	BUY	$232.04 - $279.85 $91,423 - $110,260	394 Added 13.58%	3,296 $914 Million
Q3 2023 Nov 13, 2023	SELL	$246.15 - $272.4 $1,230 - $1,362	-5 Reduced 0.17%	2,902 $724 Million
Q2 2023 Aug 09, 2023	BUY	$240.22 - $261.48 $34,591 - $37,653	144 Added 5.21%	2,907 $778 Million
Q1 2023 May 15, 2023	BUY	$237.25 - $271.72 $655,521 - $750,762	2,763 New	2,763 $670 Million
Q4 2022 Nov 17, 2023	SELL	$44.74 - $257.0 $88,540 - $508,603	-1,979 Reduced 68.19%	923 $223 Million

Others Institutions Holding IJH

# of Institutions

2,361

Shares Held

1.02B

Call Options Held

716K

Put Options Held

43.2K

View Full List

About ISHARES CORE S&P MID-CAP ETF

Ticker IJH
Sector ETFs
Industry ETFs

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