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

Instrumental Wealth, LLC

$103 Billion
Q3 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 201,035 shares of IJH stock, worth $12.5 Million. This represents 12.42% of its overall portfolio holdings.

Number of Shares

201,035

Previous 196,700 2.2%

Holding current value

$12.5 Million

Previous $11.9 Billion 7.24%

% of portfolio

12.42%

Previous 12.28%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

2,465

Shares Held

1.05B

Call Options Held

888K

Put Options Held

55.6K

View Full List

About ISHARES CORE S&P MID-CAP ETF

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

News

Stay updated on Instrumental Wealth, LLC with notifications on news.

Account

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