Falcon Wealth Planning Ishares Core S&P Mid Cap ETF Transaction History

Falcon Wealth Planning

  • $810 Million
  • Q4 2024

A detailed history of Falcon Wealth Planning transactions in Ishares Core S&P Mid Cap ETF stock. As of the latest transaction made, Falcon Wealth Planning holds 11,788 shares of IJH stock, worth $730,856. This represents 0.09% of its overall portfolio holdings.

Number of Shares
11,788
Previous 7,422 58.83%
Holding current value
$730,856
Previous $462,000 58.87%
% of portfolio
0.09%
Previous 0.06%

Shares

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

Jan 22, 2025
BUY
$61.68 - $67.87 $269,294 - $296,320
4,366 Added 58.83%
11,788 $734,000
Q3 2024

Oct 30, 2024
BUY
$57.32 - $62.65 $23,329 - $25,498
407 Added 5.8%
7,422 $462,000
Q1 2024

Apr 15, 2024
BUY
$56.98 - $284.98 $318,233 - $1.59 Million
5,585 Added 390.56%
7,015 $426,000
Q4 2023

Jan 10, 2024
BUY
$232.04 - $279.85 $6,265 - $7,555
27 Added 1.92%
1,430 $396,000
Q1 2023

May 15, 2023
SELL
$237.25 - $271.72 $4,507 - $5,162
-19 Reduced 1.34%
1,403 $350,000
Q4 2022

Jan 20, 2023
BUY
$44.74 - $257.0 $1,834 - $10,537
41 Added 2.97%
1,422 $0
Q3 2022

Nov 10, 2022
SELL
$43.85 - $263.28 $263 - $1,579
-6 Reduced 0.43%
1,381 $303,000
Q2 2022

Jul 20, 2022
BUY
$219.07 - $270.08 $1,314 - $1,620
6 Added 0.43%
1,387 $314,000
Q1 2022

May 05, 2022
SELL
$251.21 - $285.37 $13,062 - $14,839
-52 Reduced 3.63%
1,381 $371,000
Q3 2021

Oct 19, 2021
BUY
$256.44 - $277.04 $367,478 - $396,998
1,433 New
1,433 $377,000

Others Institutions Holding IJH

# of Institutions
2,640
Shares Held
1.14B
Call Options Held
773K
Put Options Held
70.2K
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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