A detailed history of Kathleen S. Wright Associates Inc. transactions in Ishares Core S&P Mid Cap ETF stock. As of the latest transaction made, Kathleen S. Wright Associates Inc. holds 14,548 shares of IJH stock, worth $970,060. This represents 0.37% of its overall portfolio holdings.

Number of Shares
14,548
Previous 14,498 0.34%
Holding current value
$970,060
Previous $848,000 6.84%
% of portfolio
0.37%
Previous 0.38%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 11, 2024

BUY
$57.32 - $62.65 $2,866 - $3,132
50 Added 0.34%
14,548 $906,000
Q2 2024

Jul 17, 2024

SELL
$56.43 - $60.79 $451 - $486
-8 Reduced 0.06%
14,498 $848,000
Q1 2024

Apr 17, 2024

BUY
$56.98 - $284.98 $659,714 - $3.3 Million
11,578 Added 395.42%
14,506 $881,000
Q4 2023

Jan 31, 2024

SELL
$232.04 - $279.85 $62,650 - $75,559
-270 Reduced 8.44%
2,928 $811,000
Q3 2023

Oct 20, 2023

SELL
$246.15 - $272.4 $3,938 - $4,358
-16 Reduced 0.5%
3,198 $797,000
Q2 2023

Jul 20, 2023

SELL
$240.22 - $261.48 $10,089 - $10,982
-42 Reduced 1.29%
3,214 $840,000
Q1 2023

Apr 21, 2023

BUY
$237.25 - $271.72 $4,507 - $5,162
19 Added 0.59%
3,256 $814,000
Q4 2022

Feb 01, 2023

BUY
$44.74 - $257.0 $536 - $3,084
12 Added 0.37%
3,237 $782,000
Q3 2022

Oct 18, 2022

BUY
$43.85 - $263.28 $1,052 - $6,318
24 Added 0.75%
3,225 $707,000
Q2 2022

Jul 15, 2022

BUY
$219.07 - $270.08 $96,390 - $118,835
440 Added 15.94%
3,201 $724,000
Q1 2022

Apr 29, 2022

BUY
$251.21 - $285.37 $32,657 - $37,098
130 Added 4.94%
2,761 $741,000
Q4 2021

Feb 02, 2022

BUY
$265.81 - $290.54 $699,346 - $764,410
2,631 New
2,631 $745,000

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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