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

Howard Wealth Management, LLC

$184 Million
Q4 2024

A detailed history of Howard Wealth Management, LLC transactions in Ishares Core S&P Mid Cap ETF stock. As of the latest transaction made, Howard Wealth Management, LLC holds 10,372 shares of IJH stock, worth $663,185. This represents 0.35% of its overall portfolio holdings.

Number of Shares

10,372

Previous 10,387 0.14%

Holding current value

$663,185

Previous $647,000 0.15%

% of portfolio

0.35%

Previous 0.38%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	SELL	$61.68 - $67.87 $925 - $1,018	-15 Reduced 0.14%	10,372 $646,000
Q3 2024 Nov 08, 2024	BUY	$57.32 - $62.65 $573 - $626	10 Added 0.1%	10,387 $647,000
Q2 2024 Aug 02, 2024	BUY	$56.43 - $60.79 $395 - $425	7 Added 0.07%	10,377 $607,000
Q1 2024 May 06, 2024	BUY	$56.98 - $284.98 $472,706 - $2.36 Million	8,296 Added 400.0%	10,370 $629,000
Q4 2023 Feb 07, 2024	SELL	$232.04 - $279.85 $1,856 - $2,238	-8 Reduced 0.38%	2,074 $574,000
Q2 2023 Aug 01, 2023	SELL	$240.22 - $261.48 $2,161 - $2,353	-9 Reduced 0.43%	2,082 $544,000
Q1 2023 May 04, 2023	SELL	$237.25 - $271.72 $23,487 - $26,900	-99 Reduced 4.52%	2,091 $523,000
Q4 2022 Jan 26, 2023	SELL	$44.74 - $257.0 $1,118 - $6,425	-25 Reduced 1.13%	2,190 $0
Q3 2022 Nov 01, 2022	BUY	$43.85 - $263.28 $24,556 - $147,436	560 Added 33.84%	2,215 $485,000
Q2 2022 Aug 09, 2022	SELL	$219.07 - $270.08 $122,679 - $151,244	-560 Reduced 25.28%	1,655 $374,000
Q1 2022 Apr 20, 2022	SELL	$251.21 - $285.37 $55,266 - $62,781	-220 Reduced 9.03%	2,215 $594,000
Q2 2021 Jul 27, 2021	BUY	$260.21 - $276.38 $22,117 - $23,492	85 Added 3.62%	2,435 $654,000
Q4 2020 Feb 02, 2021	SELL	$187.77 - $230.69 $62,902 - $77,281	-335 Reduced 12.48%	2,350 $540,000
Q3 2020 Oct 29, 2020	BUY	$174.43 - $196.49 $1,046 - $1,178	6 Added 0.22%	2,685 $497,000
Q2 2020 Aug 03, 2020	BUY	$133.18 - $194.42 $266 - $388	2 Added 0.07%	2,679 $476,000
Q1 2020 May 04, 2020	SELL	$121.75 - $210.58 $3,043 - $5,264	-25 Reduced 0.93%	2,677 $385,000
Q4 2019 Feb 05, 2020	BUY	$185.78 - $206.16 $501,977 - $557,044	2,702 New	2,702 $556,000

Others Institutions Holding IJH

# of Institutions

2,612

Shares Held

1.13B

Call Options Held

888K

Put Options Held

55.6K

View Full List

About ISHARES CORE S&P MID-CAP ETF

Ticker IJH
Sector ETFs
Industry ETFs

More about IJH

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Howard Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Howard Wealth Management, LLC with notifications on news.

Account

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