A detailed history of Heritage Financial Services, LLC transactions in Ishares Core S&P Mid Cap ETF stock. As of the latest transaction made, Heritage Financial Services, LLC holds 5,265 shares of IJH stock, worth $331,642. This represents 0.04% of its overall portfolio holdings.

Number of Shares
5,265
Previous 4,930 6.8%
Holding current value
$331,642
Previous $288,000 13.89%
% of portfolio
0.04%
Previous 0.04%

Shares

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

Oct 23, 2024

BUY
$57.32 - $62.65 $19,202 - $20,987
335 Added 6.8%
5,265 $328,000
Q1 2024

May 14, 2024

BUY
$56.98 - $284.98 $202,848 - $1.01 Million
3,560 Added 259.85%
4,930 $299,000
Q4 2023

Feb 02, 2024

BUY
$232.04 - $279.85 $105,346 - $127,051
454 Added 49.56%
1,370 $379,000
Q3 2023

Oct 19, 2023

SELL
$246.15 - $272.4 $984 - $1,089
-4 Reduced 0.43%
916 $228,000
Q2 2023

Jul 31, 2023

SELL
$240.22 - $261.48 $5,765 - $6,275
-24 Reduced 2.54%
920 $240,000
Q1 2023

May 10, 2023

SELL
$237.25 - $271.72 $9,015 - $10,325
-38 Reduced 3.87%
944 $236,000
Q4 2022

Jan 27, 2023

SELL
$44.74 - $257.0 $2,013 - $11,565
-45 Reduced 4.38%
982 $0
Q2 2022

Jul 19, 2022

BUY
$219.07 - $270.08 $5,914 - $7,292
27 Added 2.7%
1,027 $232,000
Q1 2022

Aug 30, 2022

BUY
$251.21 - $285.37 $12,309 - $13,983
49 Added 5.15%
1,000 $268,000
Q4 2021

Aug 26, 2022

BUY
$265.81 - $290.54 $252,785 - $276,303
951 New
951 $269,000

Others Institutions Holding IJH

About ISHARES CORE S&P MID-CAP ETF


  • Ticker IJH
  • Sector ETFs
  • Industry ETFs
More about IJH
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