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

Instrumental Wealth, LLC

$106 Billion
Q4 2024

A detailed history of Instrumental Wealth, LLC transactions in Ishares Core S&P Mid Cap ETF stock. As of the latest transaction made, Instrumental Wealth, LLC holds 218,448 shares of IJH stock, worth $12.7 Million. This represents 12.81% of its overall portfolio holdings.

Number of Shares

218,448

Previous 201,035 8.66%

Holding current value

$12.7 Million

Previous $12.7 Billion 6.26%

% of portfolio

12.81%

Previous 12.42%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 24, 2025	BUY	$61.68 - $67.87 $1.07 Million - $1.18 Million	17,413 Added 8.66%	218,448 $13.5 Billion
Q3 2024 Oct 15, 2024	BUY	$57.32 - $62.65 $248,482 - $271,587	4,335 Added 2.2%	201,035 $12.7 Billion
Q2 2024 Jul 26, 2024	BUY	$56.43 - $60.79 $684,100 - $736,957	12,123 Added 6.57%	196,700 $11.9 Billion
Q1 2024 May 29, 2024	BUY	$56.98 - $284.98 $8.25 Million - $41.3 Million	144,869 Added 364.84%	184,577 $10.9 Billion
Q4 2023 Jan 25, 2024	SELL	$232.04 - $279.85 $451,549 - $544,588	-1,946 Reduced 4.67%	39,708 $10.9 Billion
Q3 2023 Oct 18, 2023	BUY	$246.15 - $272.4 $839,125 - $928,611	3,409 Added 8.91%	41,654 $10.4 Billion
Q2 2023 Jul 13, 2023	BUY	$240.22 - $261.48 $382,670 - $416,537	1,593 Added 4.35%	38,245 $10.2 Billion
Q1 2023 May 04, 2023	BUY	$237.25 - $271.72 $8.7 Million - $9.96 Million	36,652 New	36,652 $8.96 Billion

Others Institutions Holding IJH

# of Institutions

2,652

Shares Held

1.14B

Call Options Held

773K

Put Options Held

70.2K

View Full List

About ISHARES CORE S&P MID-CAP ETF

Ticker IJH
Sector ETFs
Industry ETFs

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