Icon Wealth Partners, LLC Ishares Core S&P Mid Cap ETF Transaction History

Icon Wealth Partners, LLC

  • $878 Million
  • Q3 2023

A detailed history of Icon Wealth Partners, LLC transactions in Ishares Core S&P Mid Cap ETF stock. As of the latest transaction made, Icon Wealth Partners, LLC holds 15,020 shares of IJH stock, worth $936,647. This represents 0.43% of its overall portfolio holdings.

Number of Shares
15,020
Previous 619 2326.49%
Holding current value
$936,647
Previous $161,000 2226.09%
% of portfolio
0.43%
Previous 0.02%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 14, 2023
BUY
$246.15 - $272.4 $3.54 Million - $3.92 Million
14,401 Added 2326.49%
15,020 $3.75 Million
Q1 2023

May 11, 2023
BUY
$237.25 - $271.72 $146,857 - $168,194
619 New
619 $154,000
Q1 2020

Apr 17, 2020
SELL
$121.75 - $210.58 $977,896 - $1.69 Million
-8,032 Closed
0 $0
Q4 2019

Jan 29, 2020
BUY
$185.78 - $206.16 $157,913 - $175,236
850 Added 11.84%
8,032 $1.65 Million
Q3 2019

Oct 24, 2019
SELL
$183.17 - $198.52 $1.04 Million - $1.12 Million
-5,661 Reduced 44.08%
7,182 $1.39 Million
Q2 2019

Aug 13, 2019
BUY
$181.14 - $198.0 $512,988 - $560,736
2,832 Added 28.29%
12,843 $2.5 Million
Q1 2019

May 09, 2019
SELL
$162.83 - $193.4 $574,627 - $682,508
-3,529 Reduced 26.06%
10,011 $1.9 Million
Q4 2018

Feb 14, 2019
SELL
$156.48 - $199.76 $642,506 - $820,214
-4,106 Reduced 23.27%
13,540 $2.25 Million
Q3 2018

Nov 14, 2018
BUY
$194.86 - $204.98 $272,804 - $286,972
1,400 Added 8.62%
17,646 $3.55 Million
Q2 2018

Aug 13, 2018
BUY
$183.17 - $200.64 $919,696 - $1.01 Million
5,021 Added 44.73%
16,246 $3.16 Million
Q1 2018

May 15, 2018
BUY
$179.89 - $199.21 $1.16 Million - $1.28 Million
6,431 Added 134.15%
11,225 $2.11 Million
Q4 2017

Feb 13, 2018
BUY
$180.58 - $190.73 $865,700 - $914,359
4,794
4,794 $910,000

Others Institutions Holding IJH

# of Institutions
2,465
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
Track This Portfolio

Track Icon Wealth Partners, LLC Portfolio

Follow Icon Wealth Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Icon Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email