Kathleen S. Wright Associates Inc. Ishares Core S&P Mid Cap ETF Transaction History

Kathleen S. Wright Associates Inc.

  • $215 Million
  • Q1 2024

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 14,506 shares of IJH stock, worth $845,264. This represents 0.41% of its overall portfolio holdings.

Number of Shares
14,506
Previous 2,928 395.42%
Holding current value
$845,264
Previous $811,000 8.63%
% of portfolio
0.41%
Previous 0.4%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$236.61 - $257.0 $2,839 - $3,084
12 Added 0.37%
3,237 $782,000
Q3 2022

Oct 18, 2022
BUY
$224.13 - $263.28 $5,379 - $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

# of Institutions
2,335
Shares Held
989M
Call Options Held
1.07M
Put Options Held
117K
View Full List

About ISHARES CORE S&P MID-CAP ETF

IJH Quotes by TradingView
  • Ticker IJH
  • Sector ETFs
  • Industry ETFs
More about IJH
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