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

Accretive Wealth Partners, LLC

  • $232 Million
  • Q3 2024

A detailed history of Accretive Wealth Partners, LLC transactions in Ishares Core S&P Mid Cap ETF stock. As of the latest transaction made, Accretive Wealth Partners, LLC holds 212,370 shares of IJH stock, worth $13.3 Million. This represents 5.7% of its overall portfolio holdings.

Number of Shares
212,370
Previous 214,210 0.86%
Holding current value
$13.3 Million
Previous $12.5 Million 5.58%
% of portfolio
5.7%
Previous 5.31%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
SELL
$57.32 - $62.65 $105,468 - $115,276
-1,840 Reduced 0.86%
212,370 $13.2 Million
Q2 2024

Aug 05, 2024
SELL
$56.43 - $60.79 $14,671 - $15,805
-260 Reduced 0.12%
214,210 $12.5 Million
Q1 2024

May 06, 2024
BUY
$56.98 - $284.98 $9.83 Million - $49.1 Million
172,459 Added 410.51%
214,470 $13 Million
Q4 2023

Feb 06, 2024
BUY
$232.04 - $279.85 $232,968 - $280,969
1,004 Added 2.45%
42,011 $11.6 Million
Q3 2023

Nov 06, 2023
BUY
$246.15 - $272.4 $487,377 - $539,352
1,980 Added 5.07%
41,007 $10.2 Million
Q2 2023

Aug 07, 2023
BUY
$240.22 - $261.48 $821,071 - $893,738
3,418 Added 9.6%
39,027 $10.2 Million
Q1 2023

May 04, 2023
BUY
$237.25 - $271.72 $128,826 - $147,543
543 Added 1.55%
35,609 $8.91 Million
Q4 2022

Feb 13, 2023
BUY
$44.74 - $257.0 $122,408 - $703,152
2,736 Added 8.46%
35,066 $8.48 Million
Q3 2022

Nov 14, 2022
BUY
$43.85 - $263.28 $581,845 - $3.49 Million
13,269 Added 69.61%
32,330 $7.09 Million
Q2 2022

Aug 12, 2022
BUY
$219.07 - $270.08 $100,114 - $123,426
457 Added 2.46%
19,061 $4.31 Million
Q1 2022

May 12, 2022
BUY
$251.21 - $285.37 $4.67 Million - $5.31 Million
18,604 New
18,604 $4.99 Million

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

IJH Quotes by TradingView
  • Ticker IJH
  • Sector ETFs
  • Industry ETFs
More about IJH
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