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

Kathleen S. Wright Associates Inc.

  • $246 Million
  • Q3 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 14,548 shares of IJH stock, worth $910,850. This represents 0.37% of its overall portfolio holdings.

Number of Shares
14,548
Previous 14,498 0.34%
Holding current value
$910,850
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

# of Institutions
2,466
Shares Held
1.05B
Call Options Held
888K
Put Options Held
55.6K
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 Kathleen S. Wright Associates Inc. Portfolio

Follow Kathleen S. Wright Associates Inc. 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 Kathleen S. Wright Associates Inc., based on Form 13F filings with the SEC.

News

Stay updated on Kathleen S. Wright Associates Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email