Invenio Wealth Partners LLC Ishares Core S&P Mid Cap ETF Transaction History

Invenio Wealth Partners LLC

$239 Billion
Q4 2024

A detailed history of Invenio Wealth Partners LLC transactions in Ishares Core S&P Mid Cap ETF stock. As of the latest transaction made, Invenio Wealth Partners LLC holds 16,785 shares of IJH stock, worth $999,714. This represents 0.44% of its overall portfolio holdings.

Number of Shares

16,785

Previous 16,985 1.18%

Holding current value

$999,714

Previous $1.06 Billion 1.19%

% of portfolio

0.44%

Previous 0.46%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 12, 2025	SELL	$61.68 - $67.87 $12,336 - $13,574	-200 Reduced 1.18%	16,785 $1.05 Billion
Q3 2024 Nov 13, 2024	SELL	$57.32 - $62.65 $8,311 - $9,084	-145 Reduced 0.85%	16,985 $1.06 Billion
Q2 2024 Aug 12, 2024	SELL	$56.43 - $60.79 $2,539 - $2,735	-45 Reduced 0.26%	17,130 $1 Billion
Q1 2024 May 09, 2024	BUY	$56.98 - $284.98 $737,891 - $3.69 Million	12,950 Added 306.51%	17,175 $1.04 Billion
Q4 2023 Feb 09, 2024	SELL	$232.04 - $279.85 $20,883 - $25,186	-90 Reduced 2.09%	4,225 $1.17 Billion
Q3 2023 Nov 13, 2023	BUY	$246.15 - $272.4 $8,615 - $9,534	35 Added 0.82%	4,315 $1.08 Billion
Q2 2023 Aug 11, 2023	BUY	$240.22 - $261.48 $1.03 Million - $1.12 Million	4,280 New	4,280 $1.12 Billion

Others Institutions Holding IJH

# of Institutions

2,655

Shares Held

1.14B

Call Options Held

773K

Put Options Held

70.2K

View Full List

About ISHARES CORE S&P MID-CAP ETF

Ticker IJH
Sector ETFs
Industry ETFs

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Invenio Wealth Partners LLC Ishares Core S&P Mid Cap ETF Transaction History