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

Heritage Wealth Management, LLC

$200 Million
Q1 2024

A detailed history of Heritage Wealth Management, LLC transactions in Ishares Core S&P Mid Cap ETF stock. As of the latest transaction made, Heritage Wealth Management, LLC holds 5,822 shares of IJH stock, worth $338,549. This represents 0.18% of its overall portfolio holdings.

Number of Shares

5,822

Previous 1,000 482.2%

Holding current value

$338,549

Previous $277,000 27.44%

% of portfolio

0.18%

Previous 0.15%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 25, 2024	BUY	$56.98 - $284.98 $274,757 - $1.37 Million	4,822 Added 482.2%	5,822 $353,000
Q4 2023 Feb 06, 2024	SELL	$232.04 - $279.85 $392,147 - $472,946	-1,690 Reduced 62.83%	1,000 $277,000
Q4 2022 Feb 13, 2023	BUY	$236.61 - $257.0 $309,485 - $336,156	1,308 Added 94.65%	2,690 $650,000
Q3 2022 Nov 14, 2022	BUY	$224.13 - $263.28 $17,930 - $21,062	80 Added 6.14%	1,382 $303,000
Q2 2022 Aug 15, 2022	SELL	$219.07 - $270.08 $68,349 - $84,264	-312 Reduced 19.33%	1,302 $294,000

Q1 2022 Aug 15, 2022	SELL	$251.21 - $285.37 $34,415 - $39,095	-137 Reduced 7.82%	1,614 $433,000
Q3 2021 Nov 10, 2021	SELL	$256.44 - $277.04 $58,211 - $62,888	-227 Reduced 11.48%	1,751 $461,000
Q2 2021 Aug 11, 2021	SELL	$260.21 - $276.38 $116,313 - $123,541	-447 Reduced 18.43%	1,978 $532,000
Q1 2021 Jul 16, 2021	BUY	$226.3 - $267.93 $548,777 - $649,730	2,425 New	2,425 $631,000

Others Institutions Holding IJH

# of Institutions

2,334

Shares Held

989M

Call Options Held

1.07M

Put Options Held

117K

View Full List

About ISHARES CORE S&P MID-CAP ETF

Ticker IJH
Sector ETFs
Industry ETFs

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