Investments & Financial Planning, LLC Ishares Core S&P Mid Cap ETF Transaction History

Investments & Financial Planning, LLC

$162 Million
Q4 2024

A detailed history of Investments & Financial Planning, LLC transactions in Ishares Core S&P Mid Cap ETF stock. As of the latest transaction made, Investments & Financial Planning, LLC holds 396,889 shares of IJH stock, worth $25.7 Million. This represents 15.25% of its overall portfolio holdings.

Number of Shares

396,889

Previous 395,142 0.44%

Holding current value

$25.7 Million

Previous $24.6 Million 0.43%

% of portfolio

15.25%

Previous 15.6%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 27, 2025	BUY	$61.68 - $67.87 $107,754 - $118,568	1,747 Added 0.44%	396,889 $24.7 Million
Q3 2024 Oct 15, 2024	SELL	$57.32 - $62.65 $101,227 - $110,639	-1,766 Reduced 0.44%	395,142 $24.6 Million
Q2 2024 Jul 18, 2024	BUY	$56.43 - $60.79 $445,684 - $480,119	7,898 Added 2.03%	396,908 $23.2 Million
Q1 2024 May 03, 2024	BUY	$56.98 - $284.98 $17.7 Million - $88.6 Million	311,050 Added 398.99%	389,010 $23.6 Million
Q4 2023 Jan 18, 2024	BUY	$232.04 - $279.85 $212,084 - $255,782	914 Added 1.19%	77,960 $21.6 Million
Q3 2023 Oct 18, 2023	BUY	$246.15 - $272.4 $282,087 - $312,170	1,146 Added 1.51%	77,046 $19.2 Million
Q2 2023 Jul 18, 2023	BUY	$240.22 - $261.48 $61,256 - $66,677	255 Added 0.34%	75,900 $19.8 Million
Q1 2023 May 02, 2023	BUY	$237.25 - $271.72 $123,844 - $141,837	522 Added 0.69%	75,645 $18.9 Million
Q4 2022 Feb 28, 2023	BUY	$44.74 - $257.0 $56,282 - $323,306	1,258 Added 1.7%	75,123 $18.2 Million
Q2 2022 Aug 11, 2022	BUY	$219.07 - $270.08 $220,822 - $272,240	1,008 Added 1.38%	73,865 $16.7 Million
Q1 2022 May 09, 2022	BUY	$251.21 - $285.37 $551,154 - $626,101	2,194 Added 3.1%	72,857 $19.6 Million
Q4 2021 Feb 11, 2022	BUY	$265.81 - $290.54 $18.8 Million - $20.5 Million	70,663 New	70,663 $18.9 Million

Others Institutions Holding IJH

# of Institutions

2,514

Shares Held

1.06B

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

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Investments & Financial Planning, LLC Ishares Core S&P Mid Cap ETF Transaction History