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 $559,453. This represents 0.25% of its overall portfolio holdings.

Number of Shares
8,574
Previous 8,808 2.66%
Holding current value
$559,453
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
2,516
Shares Held
1.06B
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 Collaborative Wealth Managment Inc. Portfolio

Follow Collaborative Wealth Managment Inc. 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 Collaborative Wealth Managment Inc., based on Form 13F filings with the SEC.

News

Stay updated on Collaborative Wealth Managment Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email