Collaborative Wealth Managment Inc. Ishares Core S&P Mid Cap ETF Transaction History

Collaborative Wealth Managment Inc.

  • $215 Million
  • Q3 2024

A detailed history of Collaborative Wealth Managment Inc. transactions in Ishares Core S&P Mid Cap ETF stock. As of the latest transaction made, Collaborative Wealth Managment Inc. holds 8,574 shares of IJH stock, worth $550,193. This represents 0.25% of its overall portfolio holdings.

Number of Shares
8,574
Previous 8,808 2.66%
Holding current value
$550,193
Previous $515,000 3.69%
% of portfolio
0.25%
Previous 0.26%

Shares

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

Nov 12, 2024
SELL
$57.32 - $62.65 $13,412 - $14,660
-234 Reduced 2.66%
8,574 $534,000
Q2 2024

Aug 09, 2024
BUY
$56.43 - $60.79 $20,314 - $21,884
360 Added 4.26%
8,808 $515,000
Q1 2024

May 10, 2024
BUY
$56.98 - $284.98 $379,714 - $1.9 Million
6,664 Added 373.54%
8,448 $513,000
Q4 2023

Feb 07, 2024
SELL
$232.04 - $279.85 $43,159 - $52,052
-186 Reduced 9.44%
1,784 $494,000
Q3 2023

Nov 09, 2023
BUY
$246.15 - $272.4 $23,876 - $26,422
97 Added 5.18%
1,970 $491,000
Q2 2023

Aug 07, 2023
SELL
$240.22 - $261.48 $5,284 - $5,752
-22 Reduced 1.16%
1,873 $489,000
Q1 2023

May 08, 2023
SELL
$237.25 - $271.72 $49,348 - $56,517
-208 Reduced 9.89%
1,895 $474,000
Q4 2022

Feb 10, 2023
SELL
$44.74 - $257.0 $2,415 - $13,878
-54 Reduced 2.5%
2,103 $508,000
Q3 2022

Nov 14, 2022
SELL
$43.85 - $263.28 $20,609 - $123,741
-470 Reduced 17.89%
2,157 $473,000
Q2 2022

Aug 15, 2022
SELL
$219.07 - $270.08 $220,165 - $271,430
-1,005 Reduced 27.67%
2,627 $594,000
Q4 2021

Feb 11, 2022
BUY
$265.81 - $290.54 $95,691 - $104,594
360 Added 11.0%
3,632 $1.03 Million
Q1 2021

May 12, 2022
BUY
$226.3 - $267.93 $740,453 - $876,666
3,272 New
3,272 $878,000

Others Institutions Holding IJH

# of Institutions
2,461
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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