A detailed history of Ccg Wealth Management, LLC transactions in Ishares Core S&P Mid Cap ETF stock. As of the latest transaction made, Ccg Wealth Management, LLC holds 14,411 shares of IJH stock, worth $907,748. This represents 0.5% of its overall portfolio holdings.

Number of Shares
14,411
Previous 14,404 0.05%
Holding current value
$907,748
Previous $842,000 6.65%
% of portfolio
0.5%
Previous 0.47%

Shares

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

Oct 15, 2024

BUY
$57.32 - $62.65 $401 - $438
7 Added 0.05%
14,411 $898,000
Q2 2024

Jul 31, 2024

SELL
$56.43 - $60.79 $38,090 - $41,033
-675 Reduced 4.48%
14,404 $842,000
Q1 2024

Apr 18, 2024

BUY
$56.98 - $284.98 $467,805 - $2.34 Million
8,210 Added 119.52%
15,079 $915,000
Q4 2023

Jan 30, 2024

SELL
$232.04 - $279.85 $290,282 - $350,092
-1,251 Reduced 15.41%
6,869 $1.9 Million
Q3 2023

Oct 10, 2023

SELL
$246.15 - $272.4 $9.98 Million - $11 Million
-40,555 Reduced 83.32%
8,120 $2.02 Million
Q2 2023

Jul 14, 2023

BUY
$240.22 - $261.48 $1.64 Million - $1.78 Million
6,812 Added 16.27%
48,675 $12.7 Million
Q1 2023

Apr 12, 2023

BUY
$237.25 - $271.72 $227,048 - $260,036
957 Added 2.34%
41,863 $10.5 Million
Q4 2022

Jan 19, 2023

BUY
$44.74 - $257.0 $43,442 - $249,547
971 Added 2.43%
40,906 $0
Q3 2022

Oct 18, 2022

BUY
$43.85 - $263.28 $268,186 - $1.61 Million
6,116 Added 18.08%
39,935 $8.76 Million
Q2 2022

Jul 15, 2022

BUY
$219.07 - $270.08 $1.08 Million - $1.33 Million
4,912 Added 16.99%
33,819 $7.65 Million
Q1 2022

Apr 12, 2022

BUY
$251.21 - $285.37 $1.14 Million - $1.29 Million
4,529 Added 18.58%
28,907 $7.76 Million
Q4 2021

Jan 20, 2022

BUY
$265.81 - $290.54 $1.43 Million - $1.56 Million
5,375 Added 28.29%
24,378 $6.9 Million
Q3 2021

Oct 26, 2021

BUY
$256.44 - $277.04 $220,794 - $238,531
861 Added 4.75%
19,003 $5 Million
Q2 2021

Jul 16, 2021

BUY
$260.21 - $276.38 $289,873 - $307,887
1,114 Added 6.54%
18,142 $4.88 Million
Q1 2021

May 04, 2021

BUY
$226.3 - $267.93 $662,606 - $784,499
2,928 Added 20.77%
17,028 $4.43 Million
Q4 2020

Feb 04, 2021

BUY
$187.77 - $230.69 $69,287 - $85,124
369 Added 2.69%
14,100 $3.24 Million
Q3 2020

Nov 10, 2020

SELL
$174.43 - $196.49 $239,841 - $270,173
-1,375 Reduced 9.1%
13,731 $2.54 Million
Q2 2020

Aug 04, 2020

BUY
$133.18 - $194.42 $288,601 - $421,308
2,167 Added 16.75%
15,106 $2.69 Million
Q1 2020

Apr 24, 2020

SELL
$121.75 - $210.58 $954,641 - $1.65 Million
-7,841 Reduced 37.73%
12,939 $1.86 Million
Q4 2019

Jan 30, 2020

BUY
$185.78 - $206.16 $295,575 - $328,000
1,591 Added 8.29%
20,780 $4.28 Million
Q3 2019

Nov 14, 2019

BUY
$183.17 - $198.52 $76,565 - $82,981
418 Added 2.23%
19,189 $3.71 Million
Q2 2019

Aug 06, 2019

BUY
$181.14 - $198.0 $215,013 - $235,026
1,187 Added 6.75%
18,771 $3.65 Million
Q1 2019

May 03, 2019

SELL
$162.83 - $193.4 $99,651 - $118,360
-612 Reduced 3.36%
17,584 $3.33 Million
Q4 2018

May 03, 2019

BUY
$156.48 - $199.76 $2.85 Million - $3.63 Million
18,196 New
18,196 $3.02 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 Ccg Wealth Management, LLC Portfolio

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

News

Stay updated on Ccg Wealth Management, LLC with notifications on news.