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 $14.3 Million. This represents 5.7% of its overall portfolio holdings.

Number of Shares
212,370
Previous 214,210 0.86%
Holding current value
$14.3 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

About ISHARES CORE S&P MID-CAP ETF


  • Ticker IJH
  • Sector ETFs
  • Industry ETFs
More about IJH
Track This Portfolio

Track Accretive Wealth Partners, LLC Portfolio

Follow Accretive Wealth Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Accretive Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Accretive Wealth Partners, LLC with notifications on news.