Goal Vest Advisory LLC Ishares Core S&P Mid Cap ETF Transaction History

Goal Vest Advisory LLC

$331 Million
Q3 2024

A detailed history of Goal Vest Advisory LLC transactions in Ishares Core S&P Mid Cap ETF stock. As of the latest transaction made, Goal Vest Advisory LLC holds 3,150 shares of IJH stock, worth $210,042. This represents 0.06% of its overall portfolio holdings.

Number of Shares

3,150

Previous 3,150 -0.0%

Holding current value

$210,042

Previous $184,000 6.52%

% of portfolio

0.06%

Previous 0.06%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 15, 2024	BUY	$56.98 - $284.98 $143,589 - $718,149	2,520 Added 400.0%	3,150 $191,000
Q2 2023 Jul 17, 2023	BUY	$240.22 - $261.48 $108,099 - $117,666	450 Added 250.0%	630 $164,000
Q1 2023 Apr 03, 2023	BUY	$237.25 - $271.72 $41,518 - $47,551	175 Added 3500.0%	180 $45,000
Q2 2022 Jul 06, 2022	BUY	$219.07 - $270.08 $1,095 - $1,350	5 New	5 $1,000
Q1 2022 May 03, 2022	SELL	$251.21 - $285.37 $22,608 - $25,683	-90 Closed	0 $0
Q2 2021 Sep 01, 2021	BUY	$260.21 - $276.38 $23,418 - $24,874	90 New	90 $24,000
Q1 2021 May 13, 2021	SELL	$226.3 - $267.93 $22,856 - $27,060	-101 Closed	0 $0
Q4 2020 Jan 28, 2021	BUY	$187.77 - $230.69 $18,964 - $23,299	101 New	101 $23,000

Others Institutions Holding IJH

# of Institutions

2,462

Shares Held

1.05B

Call Options Held

888K

Put Options Held

55.6K

View Full List

About ISHARES CORE S&P MID-CAP ETF

Ticker IJH
Sector ETFs
Industry ETFs

More about IJH

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Goal Vest Advisory LLC, based on Form 13F filings with the SEC.

News

Stay updated on Goal Vest Advisory LLC with notifications on news.

Account

Goal Vest Advisory LLC Ishares Core S&P Mid Cap ETF Transaction History