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

Baker Tilly Wealth Management, LLC

  • $249 Million
  • Q4 2024

A detailed history of Baker Tilly Wealth Management, LLC transactions in Ishares Core S&P Mid Cap ETF stock. As of the latest transaction made, Baker Tilly Wealth Management, LLC holds 139,555 shares of IJH stock, worth $8.99 Million. This represents 3.49% of its overall portfolio holdings.

Number of Shares
139,555
Previous 142,633 2.16%
Holding current value
$8.99 Million
Previous $8.89 Million 2.17%
% of portfolio
3.49%
Previous 4.04%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 10, 2025
SELL
$61.68 - $67.87 $189,851 - $208,903
-3,078 Reduced 2.16%
139,555 $8.7 Million
Q3 2024

Oct 24, 2024
BUY
$57.32 - $62.65 $406,513 - $444,313
7,092 Added 5.23%
142,633 $8.89 Million
Q2 2024

Jul 18, 2024
SELL
$56.43 - $60.79 $125,613 - $135,318
-2,226 Reduced 1.62%
135,541 $7.93 Million
Q1 2024

May 09, 2024
BUY
$56.98 - $284.98 $6.2 Million - $31 Million
108,776 Added 375.21%
137,767 $8.37 Million
Q4 2023

Jan 10, 2024
BUY
$232.04 - $279.85 $234,360 - $282,648
1,010 Added 3.61%
28,991 $8.03 Million
Q3 2023

Oct 10, 2023
SELL
$246.15 - $272.4 $236,057 - $261,231
-959 Reduced 3.31%
27,981 $6.98 Million
Q2 2023

Jul 20, 2023
BUY
$240.22 - $261.48 $70,144 - $76,352
292 Added 1.02%
28,940 $7.57 Million
Q1 2023

Apr 12, 2023
BUY
$237.25 - $271.72 $546,149 - $625,499
2,302 Added 8.74%
28,648 $7.17 Million
Q4 2022

Jan 26, 2023
BUY
$44.74 - $257.0 $26,038 - $149,574
582 Added 2.26%
26,346 $0
Q3 2022

Oct 20, 2022
BUY
$43.85 - $263.28 $6,489 - $38,965
148 Added 0.58%
25,764 $5.65 Million
Q2 2022

Jul 28, 2022
BUY
$219.07 - $270.08 $134,289 - $165,559
613 Added 2.45%
25,616 $5.8 Million
Q1 2022

Apr 27, 2022
BUY
$251.21 - $285.37 $533,570 - $606,125
2,124 Added 9.28%
25,003 $6.71 Million
Q4 2021

Feb 08, 2022
BUY
$265.81 - $290.54 $5.8 Million - $6.34 Million
21,828 Added 2076.88%
22,879 $6.48 Million
Q3 2021

Nov 02, 2021
SELL
$256.44 - $277.04 $188,483 - $203,624
-735 Reduced 41.15%
1,051 $276,000
Q1 2021

Apr 28, 2021
BUY
$226.3 - $267.93 $166,330 - $196,928
735 Added 69.93%
1,786 $465,000
Q4 2020

Feb 03, 2021
BUY
$187.77 - $230.69 $197,346 - $242,455
1,051 New
1,051 $242,000

Others Institutions Holding IJH

# of Institutions
2,481
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
Track This Portfolio

Track Baker Tilly Wealth Management, LLC Portfolio

Follow Baker Tilly Wealth Management, 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 Baker Tilly Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Baker Tilly Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email