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

Heritage Wealth Management, LLC

  • $177 Million
  • Q2 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 5,566 shares of IJH stock, worth $374,925. This represents 0.18% of its overall portfolio holdings.

Number of Shares
5,566
Previous 5,822 4.4%
Holding current value
$374,925
Previous $353,000 7.93%
% of portfolio
0.18%
Previous 0.18%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 30, 2024
SELL
$56.43 - $60.79 $14,446 - $15,562
-256 Reduced 4.4%
5,566 $325,000
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
$44.74 - $257.0 $58,519 - $336,156
1,308 Added 94.65%
2,690 $650,000
Q3 2022

Nov 14, 2022
BUY
$43.85 - $263.28 $3,508 - $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
2,463
Shares Held
1.05B
Call Options Held
888K
Put Options Held
55.6K
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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