9258 Wealth Management, LLC Ishares Core S&P Mid Cap ETF Transaction History

9258 Wealth Management, LLC

$664 Million
Q3 2024

A detailed history of 9258 Wealth Management, LLC transactions in Ishares Core S&P Mid Cap ETF stock. As of the latest transaction made, 9258 Wealth Management, LLC holds 32,446 shares of IJH stock, worth $2.04 Million. This represents 0.3% of its overall portfolio holdings.

Number of Shares

32,446

Previous 32,369 0.24%

Holding current value

$2.04 Million

Previous $1.89 Million 6.76%

% of portfolio

0.3%

Previous 0.3%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$57.32 - $62.65 $4,413 - $4,824	77 Added 0.24%	32,446 $2.02 Million
Q2 2024 Aug 02, 2024	SELL	$56.43 - $60.79 $29,851 - $32,157	-529 Reduced 1.61%	32,369 $1.89 Million
Q1 2024 May 03, 2024	BUY	$56.98 - $284.98 $1.47 Million - $7.37 Million	25,863 Added 367.63%	32,898 $2 Million
Q4 2023 Feb 06, 2024	SELL	$232.04 - $279.85 $266,381 - $321,267	-1,148 Reduced 14.03%	7,035 $1.95 Million
Q3 2023 Nov 08, 2023	SELL	$246.15 - $272.4 $20,676 - $22,881	-84 Reduced 1.02%	8,183 $2.04 Million
Q2 2023 Aug 08, 2023	SELL	$240.22 - $261.48 $225,566 - $245,529	-939 Reduced 10.2%	8,267 $2.16 Million
Q1 2023 May 03, 2023	SELL	$237.25 - $271.72 $43,654 - $49,996	-184 Reduced 1.96%	9,206 $2.3 Million
Q4 2022 Feb 03, 2023	BUY	$44.74 - $257.0 $11,229 - $64,507	251 Added 2.75%	9,390 $2.27 Million
Q3 2022 Nov 08, 2022	SELL	$43.85 - $263.28 $30,388 - $182,453	-693 Reduced 7.05%	9,139 $2 Million
Q2 2022 Aug 04, 2022	SELL	$219.07 - $270.08 $66,816 - $82,374	-305 Reduced 3.01%	9,832 $2.22 Million
Q1 2022 May 13, 2022	BUY	$251.21 - $285.37 $55,266 - $62,781	220 Added 2.22%	10,137 $2.72 Million
Q4 2021 Feb 11, 2022	BUY	$265.81 - $290.54 $215,040 - $235,046	809 Added 8.88%	9,917 $2.81 Million
Q3 2021 Nov 12, 2021	BUY	$256.44 - $277.04 $258,235 - $278,979	1,007 Added 12.43%	9,108 $2.4 Million
Q2 2021 Aug 13, 2021	BUY	$260.21 - $276.38 $397,600 - $422,308	1,528 Added 23.25%	8,101 $2.18 Million
Q1 2021 May 11, 2021	BUY	$226.3 - $267.93 $125,370 - $148,433	554 Added 9.2%	6,573 $1.71 Million
Q4 2020 Feb 10, 2021	SELL	$187.77 - $230.69 $116,041 - $142,566	-618 Reduced 9.31%	6,019 $1.38 Million
Q3 2020 Nov 13, 2020	SELL	$174.43 - $196.49 $32,269 - $36,350	-185 Reduced 2.71%	6,637 $1.26 Million
Q2 2020 Aug 13, 2020	BUY	$133.18 - $194.42 $1,997 - $2,916	15 Added 0.22%	6,822 $1.21 Million
Q1 2020 May 05, 2020	SELL	$121.75 - $210.58 $31,533 - $54,540	-259 Reduced 3.67%	6,807 $1.1 Million
Q4 2019 Feb 06, 2020	BUY	$185.78 - $206.16 $544,521 - $604,254	2,931 Added 70.88%	7,066 $1.45 Million
Q3 2019 Nov 07, 2019	SELL	$183.17 - $198.52 $130,783 - $141,743	-714 Reduced 14.72%	4,135 $799,000
Q2 2019 Aug 07, 2019	BUY	$181.14 - $198.0 $186,936 - $204,336	1,032 Added 27.04%	4,849 $942,000
Q1 2019 May 07, 2019	BUY	$162.83 - $193.4 $77,832 - $92,445	478 Added 14.32%	3,817 $723,000
Q4 2018 Feb 12, 2019	BUY	$156.48 - $199.76 $522,486 - $666,998	3,339 New	3,339 $554,000

Others Institutions Holding IJH

# of Institutions

2,465

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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9258 Wealth Management, LLC Ishares Core S&P Mid Cap ETF Transaction History