A detailed history of Intergy Private Wealth, LLC transactions in Ishares Core S&P Mid Cap ETF stock. As of the latest transaction made, Intergy Private Wealth, LLC holds 11,759 shares of IJH stock, worth $701,777. This represents 0.29% of its overall portfolio holdings.

Number of Shares
11,759
Previous 11,758 0.01%
Holding current value
$701,777
Previous $714,000 3.64%
% of portfolio
0.29%
Previous 0.29%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 15, 2024

BUY
$56.43 - $60.79 $56 - $60
1 Added 0.01%
11,759 $688,000
Q1 2024

Apr 24, 2024

BUY
$56.98 - $284.98 $535,953 - $2.68 Million
9,406 Added 399.91%
11,758 $714,000
Q4 2023

Jan 11, 2024

SELL
$232.04 - $279.85 $36,894 - $44,496
-159 Reduced 6.33%
2,352 $651,000
Q2 2023

Aug 11, 2023

SELL
$240.22 - $261.48 $3,603 - $3,922
-15 Reduced 0.59%
2,511 $656,000
Q1 2023

May 03, 2023

SELL
$237.25 - $271.72 $28,707 - $32,878
-121 Reduced 4.57%
2,526 $631,000
Q4 2022

Jan 18, 2023

SELL
$236.61 - $257.0 $38,567 - $41,891
-163 Reduced 5.8%
2,647 $0
Q3 2022

Oct 18, 2022

SELL
$224.13 - $263.28 $8,068 - $9,478
-36 Reduced 1.26%
2,810 $616,000
Q2 2022

Jul 13, 2022

SELL
$219.07 - $270.08 $24,535 - $30,248
-112 Reduced 3.79%
2,846 $644,000
Q1 2022

Apr 25, 2022

SELL
$251.21 - $285.37 $1.62 Million - $1.84 Million
-6,461 Reduced 68.6%
2,958 $794,000
Q4 2021

Feb 17, 2022

BUY
$265.81 - $290.54 $2.5 Million - $2.74 Million
9,419 New
9,419 $2.67 Million

Others Institutions Holding IJH

About ISHARES CORE S&P MID-CAP ETF


  • Ticker IJH
  • Sector ETFs
  • Industry ETFs
More about IJH
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