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

Atticus Wealth Management, LLC

$294 Million
Q4 2024

A detailed history of Atticus Wealth Management, LLC transactions in Ishares Core S&P Mid Cap ETF stock. As of the latest transaction made, Atticus Wealth Management, LLC holds 125,310 shares of IJH stock, worth $8.01 Million. This represents 2.66% of its overall portfolio holdings.

Number of Shares

125,310

Previous 121,763 2.91%

Holding current value

$8.01 Million

Previous $7.59 Million 2.9%

% of portfolio

2.66%

Previous 2.67%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	BUY	$61.68 - $67.87 $218,778 - $240,734	3,547 Added 2.91%	125,310 $7.81 Million
Q3 2024 Oct 15, 2024	BUY	$57.32 - $62.65 $207,039 - $226,291	3,612 Added 3.06%	121,763 $7.59 Million
Q2 2024 Jul 17, 2024	SELL	$56.43 - $60.79 $310,139 - $334,101	-5,496 Reduced 4.44%	118,151 $6.91 Million
Q1 2024 Apr 17, 2024	BUY	$56.98 - $284.98 $5.7 Million - $28.5 Million	99,979 Added 422.42%	123,647 $7.51 Million
Q4 2023 Jan 17, 2024	BUY	$232.04 - $279.85 $108,362 - $130,689	467 Added 2.01%	23,668 $6.56 Million
Q3 2023 Nov 15, 2023	BUY	$246.15 - $272.4 $119,875 - $132,658	487 Added 2.14%	23,201 $5.79 Million
Q2 2023 Jul 20, 2023	SELL	$240.22 - $261.48 $193,136 - $210,229	-804 Reduced 3.42%	22,714 $5.94 Million
Q1 2023 Apr 17, 2023	SELL	$237.25 - $271.72 $2.32 Million - $2.65 Million	-9,770 Reduced 29.35%	23,518 $5.88 Million
Q4 2022 Jan 31, 2023	BUY	$44.74 - $257.0 $66,886 - $384,215	1,495 Added 4.7%	33,288 $8.05 Million
Q2 2022 Jul 13, 2022	BUY	$219.07 - $270.08 $552,932 - $681,681	2,524 Added 8.62%	31,793 $7.19 Million
Q1 2022 Apr 15, 2022	BUY	$251.21 - $285.37 $255,731 - $290,506	1,018 Added 3.6%	29,269 $7.85 Million
Q4 2021 Jan 26, 2022	BUY	$265.81 - $290.54 $455,598 - $497,985	1,714 Added 6.46%	28,251 $8 Million
Q3 2021 Nov 09, 2021	BUY	$256.44 - $277.04 $256 - $277	1 Added 0.0%	26,537 $6.98 Million
Q3 2021 Oct 18, 2021	BUY	$256.44 - $277.04 $277,211 - $299,480	1,081 Added 4.25%	26,536 $6.98 Million
Q2 2021 Jul 21, 2021	BUY	$260.21 - $276.38 $808,472 - $858,712	3,107 Added 13.9%	25,455 $6.84 Million
Q1 2021 Apr 15, 2021	BUY	$226.3 - $267.93 $1.68 Million - $1.99 Million	7,426 Added 49.77%	22,348 $5.82 Million
Q4 2020 Jan 20, 2021	BUY	$187.77 - $230.69 $979,596 - $1.2 Million	5,217 Added 53.76%	14,922 $3.43 Million
Q3 2020 Oct 21, 2020	BUY	$174.43 - $196.49 $1.47 Million - $1.66 Million	8,455 Added 676.4%	9,705 $1.8 Million
Q2 2020 Jul 15, 2020	SELL	$133.18 - $194.42 $2 Million - $2.91 Million	-14,985 Reduced 92.3%	1,250 $222,000
Q1 2020 Apr 23, 2020	SELL	$121.75 - $210.58 $846,649 - $1.46 Million	-6,954 Reduced 29.99%	16,235 $2.34 Million
Q4 2019 Feb 03, 2020	BUY	$185.78 - $206.16 $4.31 Million - $4.78 Million	23,189 New	23,189 $4.77 Million

Others Institutions Holding IJH

# of Institutions

2,631

Shares Held

1.14B

Call Options Held

788K

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