Hb Wealth Management, LLC Ishares Core S&P Mid Cap ETF Transaction History

Hb Wealth Management, LLC

$9.75 Billion
Q4 2024

A detailed history of Hb Wealth Management, LLC transactions in Ishares Core S&P Mid Cap ETF stock. As of the latest transaction made, Hb Wealth Management, LLC holds 145,355 shares of IJH stock, worth $8.45 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares

145,355

Previous 123,269 17.92%

Holding current value

$8.45 Million

Previous $7.68 Million 17.9%

% of portfolio

0.09%

Previous 0.08%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	BUY	$61.68 - $67.87 $1.36 Million - $1.5 Million	22,086 Added 17.92%	145,355 $9.06 Million
Q3 2024 Oct 15, 2024	BUY	$57.32 - $62.65 $349,995 - $382,540	6,106 Added 5.21%	123,269 $7.68 Million
Q2 2024 Jul 26, 2024	BUY	$56.43 - $60.79 $67,998 - $73,251	1,205 Added 1.04%	117,163 $6.86 Million
Q1 2024 Apr 30, 2024	BUY	$56.98 - $284.98 $5.44 Million - $27.2 Million	95,452 Added 465.48%	115,958 $7.04 Million
Q4 2023 Jan 16, 2024	SELL	$232.04 - $279.85 $559,912 - $675,278	-2,413 Reduced 10.53%	20,506 $5.68 Million
Q3 2023 Oct 13, 2023	SELL	$246.15 - $272.4 $67,691 - $74,910	-275 Reduced 1.19%	22,919 $5.71 Million
Q2 2023 Jul 13, 2023	BUY	$240.22 - $261.48 $5,525 - $6,014	23 Added 0.1%	23,194 $6.06 Million
Q1 2023 Apr 13, 2023	BUY	$237.25 - $271.72 $358,010 - $410,025	1,509 Added 6.97%	23,171 $5.8 Million
Q4 2022 Jan 20, 2023	BUY	$44.74 - $257.0 $280,877 - $1.61 Million	6,278 Added 40.81%	21,662 $0
Q3 2022 Oct 19, 2022	BUY	$43.85 - $263.28 $32,887 - $197,459	750 Added 5.13%	15,384 $3.37 Million
Q2 2022 Jul 15, 2022	BUY	$219.07 - $270.08 $619,310 - $763,516	2,827 Added 23.94%	14,634 $3.31 Million
Q1 2022 May 16, 2022	BUY	$251.21 - $285.37 $27,884 - $31,676	111 Added 0.95%	11,807 $3.17 Million
Q4 2021 Feb 15, 2022	BUY	$265.81 - $290.54 $3.11 Million - $3.4 Million	11,696 New	11,696 $3.31 Million

Others Institutions Holding IJH

# of Institutions

2,652

Shares Held

1.14B

Call Options Held

773K

Put Options Held

70.2K

View Full List

About ISHARES CORE S&P MID-CAP ETF

Ticker IJH
Sector ETFs
Industry ETFs

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Hb Wealth Management, LLC Ishares Core S&P Mid Cap ETF Transaction History