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

Iht Wealth Management, LLC

$3.06 Billion
Q1 2025

A detailed history of Iht Wealth Management, LLC transactions in Ishares Core S&P Mid Cap ETF stock. As of the latest transaction made, Iht Wealth Management, LLC holds 86,772 shares of IJH stock, worth $5.27 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares

86,772

Previous 85,743 1.2%

Holding current value

$5.27 Million

Previous $5.34 Million 5.22%

% of portfolio

0.17%

Previous 0.18%

31 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	BUY	$57.21 - $65.8 $58,869 - $67,708	1,029 Added 1.2%	86,772 $5.06 Million
Q4 2024 Feb 14, 2025	SELL	$61.68 - $67.87 $1.94 Million - $2.13 Million	-31,435 Reduced 26.83%	85,743 $5.34 Million
Q3 2024 Nov 14, 2024	BUY	$57.32 - $62.65 $2.12 Million - $2.31 Million	36,934 Added 46.03%	117,178 $7.3 Million
Q2 2024 Aug 14, 2024	BUY	$56.43 - $60.79 $529,256 - $570,149	9,379 Added 13.24%	80,244 $4.7 Million
Q1 2024 May 15, 2024	BUY	$56.98 - $284.98 $3.27 Million - $16.4 Million	57,428 Added 427.39%	70,865 $4.3 Million
Q4 2023 Feb 14, 2024	SELL	$232.04 - $279.85 $214,172 - $258,301	-923 Reduced 6.43%	13,437 $3.72 Million
Q3 2023 Nov 14, 2023	SELL	$246.15 - $272.4 $247,380 - $273,762	-1,005 Reduced 6.54%	14,360 $3.58 Million
Q2 2023 Aug 14, 2023	SELL	$240.22 - $261.48 $18,737 - $20,395	-78 Reduced 0.51%	15,365 $4.02 Million
Q1 2023 May 15, 2023	BUY	$237.25 - $271.72 $19,691 - $22,552	83 Added 0.54%	15,443 $3.86 Million
Q4 2022 Feb 14, 2023	SELL	$44.74 - $257.0 $90,419 - $519,397	-2,021 Reduced 11.63%	15,360 $3.72 Million
Q3 2022 Nov 22, 2022	BUY	$43.85 - $263.28 $240,341 - $1.44 Million	5,481 Added 46.06%	17,381 $3.81 Million
Q2 2022 Aug 15, 2022	SELL	$219.07 - $270.08 $65,721 - $81,024	-300 Reduced 2.46%	11,900 $2.69 Million
Q1 2022 May 16, 2022	SELL	$251.21 - $285.37 $575,773 - $654,068	-2,292 Reduced 15.82%	12,200 $3.27 Million
Q4 2021 Feb 14, 2022	SELL	$265.81 - $290.54 $744,799 - $814,093	-2,802 Reduced 16.2%	14,492 $4.1 Million
Q3 2021 Nov 15, 2021	SELL	$256.44 - $277.04 $2.25 Million - $2.43 Million	-8,762 Reduced 33.63%	17,294 $4.55 Million
Q2 2021 Aug 16, 2021	SELL	$260.21 - $276.38 $100,180 - $106,406	-385 Reduced 1.46%	26,056 $7 Million
Q1 2021 May 18, 2021	SELL	$226.3 - $267.93 $456,220 - $540,146	-2,016 Reduced 7.08%	26,441 $6.88 Million
Q4 2020 Feb 17, 2021	SELL	$187.77 - $230.69 $66,282 - $81,433	-353 Reduced 1.23%	28,457 $6.54 Million
Q3 2020 Nov 19, 2020	SELL	$174.43 - $196.49 $337,870 - $380,601	-1,937 Reduced 6.3%	28,810 $5.34 Million
Q2 2020 Aug 14, 2020	SELL	$133.18 - $194.42 $536,582 - $783,318	-4,029 Reduced 11.59%	30,747 $5.47 Million
Q1 2020 May 13, 2020	SELL	$121.75 - $210.58 $2.1 Million - $3.63 Million	-17,257 Reduced 33.17%	34,776 $5 Million
Q4 2019 Feb 18, 2020	BUY	$185.78 - $206.16 $203,057 - $225,332	1,093 Added 2.15%	52,033 $10.7 Million
Q3 2019 Nov 15, 2019	BUY	$183.17 - $198.52 $1.51 Million - $1.63 Million	8,234 Added 19.28%	50,940 $9.84 Million
Q2 2019 Aug 12, 2019	BUY	$181.14 - $198.0 $1.28 Million - $1.4 Million	7,049 Added 19.77%	42,706 $8.3 Million
Q1 2019 May 16, 2019	SELL	$162.83 - $193.4 $106,653 - $126,677	-655 Reduced 1.8%	35,657 $6.75 Million
Q4 2018 Feb 15, 2019	BUY	$156.48 - $199.76 $589,929 - $753,095	3,770 Added 11.59%	36,312 $6.03 Million
Q3 2018 Nov 14, 2018	BUY	$194.86 - $204.98 $1.31 Million - $1.38 Million	6,717 Added 26.01%	32,542 $6.55 Million
Q2 2018 Aug 13, 2018	BUY	$183.17 - $200.64 $1.18 Million - $1.29 Million	6,446 Added 33.26%	25,825 $5.03 Million
Q1 2018 May 15, 2018	BUY	$179.89 - $199.21 $387,123 - $428,699	2,152 Added 12.49%	19,379 $3.55 Million
Q4 2017 Feb 14, 2018	BUY	$180.58 - $190.73 $1.22 Million - $1.29 Million	6,744 Added 64.33%	17,227 $3.35 Million
Q3 2017 Nov 14, 2017	BUY	$176.74 - $178.9 $1.85 Million - $1.88 Million	10,483	10,483 $1.9 Million

Others Institutions Holding IJH

# of Institutions

2,672

Shares Held

1.17B

Call Options Held

634K

Put Options Held

150K

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 Iht Wealth Management, LLC, based on Form 13F filings with the SEC.

News

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

Account

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