4 J Wealth Management LLC Ishares Core S&P Mid Cap ETF Transaction History

4 J Wealth Management LLC

$114 Million
Q3 2024

A detailed history of 4 J Wealth Management LLC transactions in Ishares Core S&P Mid Cap ETF stock. As of the latest transaction made, 4 J Wealth Management LLC holds 5,040 shares of IJH stock, worth $315,554. This represents 0.28% of its overall portfolio holdings.

Number of Shares

5,040

Previous 6,112 17.54%

Holding current value

$315,554

Previous $357,000 12.04%

% of portfolio

0.28%

Previous 0.33%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 31, 2024	SELL	$57.32 - $62.65 $61,447 - $67,160	-1,072 Reduced 17.54%	5,040 $314,000
Q2 2024 Jul 17, 2024	SELL	$56.43 - $60.79 $45,369 - $48,875	-804 Reduced 11.63%	6,112 $357,000
Q1 2024 Apr 22, 2024	BUY	$56.98 - $284.98 $305,127 - $1.53 Million	5,355 Added 343.05%	6,916 $420,000
Q4 2023 Jan 22, 2024	BUY	$232.04 - $279.85 $4,872 - $5,876	21 Added 1.36%	1,561 $432,000
Q3 2023 Oct 24, 2023	SELL	$246.15 - $272.4 $77,291 - $85,533	-314 Reduced 16.94%	1,540 $383,000
Q2 2023 Jul 14, 2023	BUY	$240.22 - $261.48 $17,295 - $18,826	72 Added 4.04%	1,854 $484,000
Q1 2023 Apr 21, 2023	BUY	$237.25 - $271.72 $34,875 - $39,942	147 Added 8.99%	1,782 $445,000
Q4 2022 Jan 17, 2023	BUY	$44.74 - $257.0 $3,176 - $18,247	71 Added 4.54%	1,635 $0
Q3 2022 Oct 27, 2022	BUY	$43.85 - $263.28 $68,581 - $411,769	1,564 New	1,564 $343,000
Q1 2022 Apr 28, 2022	SELL	$251.21 - $285.37 $19,845 - $22,544	-79 Reduced 6.07%	1,222 $328,000
Q4 2021 Jan 20, 2022	SELL	$265.81 - $290.54 $797 - $871	-3 Reduced 0.23%	1,301 $368,000
Q3 2021 Oct 19, 2021	SELL	$256.44 - $277.04 $12,822 - $13,852	-50 Reduced 3.69%	1,304 $343,000
Q2 2021 Jul 13, 2021	SELL	$260.21 - $276.38 $7,806 - $8,291	-30 Reduced 2.17%	1,354 $364,000
Q1 2021 Apr 13, 2021	SELL	$226.3 - $267.93 $9,052 - $10,717	-40 Reduced 2.81%	1,384 $360,000
Q4 2020 Jan 15, 2021	BUY	$187.77 - $230.69 $267,384 - $328,502	1,424 New	1,424 $327,000

Others Institutions Holding IJH

# of Institutions

2,466

Shares Held

1.05B

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

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4 J Wealth Management LLC Ishares Core S&P Mid Cap ETF Transaction History