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

Investments & Financial Planning, LLC

  • $149 Million
  • Q2 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 396,908 shares of IJH stock, worth $24.7 Million. This represents 15.6% of its overall portfolio holdings.

Number of Shares
396,908
Previous 389,010 2.03%
Holding current value
$24.7 Million
Previous $23.6 Million 1.7%
% of portfolio
15.6%
Previous 16.19%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
2,361
Shares Held
1.02B
Call Options Held
716K
Put Options Held
43.2K
View Full List

About ISHARES CORE S&P MID-CAP ETF

IJH Quotes by TradingView
  • Ticker IJH
  • Sector ETFs
  • Industry ETFs
More about IJH
Track This Portfolio

Track Investments & Financial Planning, LLC Portfolio

Follow Investments & Financial Planning, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Investments & Financial Planning, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Investments & Financial Planning, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email