Holistic Planning, LLC Ishares Core S&P Mid Cap ETF Transaction History

Holistic Planning, LLC

  • $130 Billion
  • Q2 2024

A detailed history of Holistic Planning, LLC transactions in Ishares Core S&P Mid Cap ETF stock. As of the latest transaction made, Holistic Planning, LLC holds 8,051 shares of IJH stock, worth $474,123. This represents 0.38% of its overall portfolio holdings.

Number of Shares
8,051
Previous 8,406 4.22%
Holding current value
$474,123
Previous $511 Million 4.22%
% of portfolio
0.38%
Previous 0.39%

Shares

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

Jul 22, 2024
SELL
$56.43 - $60.79 $20,032 - $21,580
-355 Reduced 4.22%
8,051 $489 Million
Q1 2024

May 01, 2024
BUY
$56.98 - $284.98 $377,606 - $1.89 Million
6,627 Added 372.51%
8,406 $511 Million
Q4 2023

Feb 14, 2024
BUY
$232.04 - $279.85 $412,799 - $497,853
1,779 New
1,779 $493 Million

Others Institutions Holding IJH

# of Institutions
2,358
Shares Held
1.02B
Call Options Held
716K
Put Options Held
43.2K
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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