Kingsview Wealth Management, LLC Ishares Core S&P Mid Cap ETF Transaction History

Kingsview Wealth Management, LLC

$4.71 Billion
Q4 2024

A detailed history of Kingsview Wealth Management, LLC transactions in Ishares Core S&P Mid Cap ETF stock. As of the latest transaction made, Kingsview Wealth Management, LLC holds 144,967 shares of IJH stock, worth $8.67 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares

144,967

Previous 137,023 5.8%

Holding current value

$8.67 Million

Previous $8.54 Million 5.77%

% of portfolio

0.19%

Previous 0.19%

33 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	BUY	$61.68 - $67.87 $489,985 - $539,159	7,944 Added 5.8%	144,967 $9.03 Million
Q3 2024 Nov 12, 2024	BUY	$57.32 - $62.65 $485,672 - $530,833	8,473 Added 6.59%	137,023 $8.54 Million
Q2 2024 Aug 14, 2024	SELL	$56.43 - $60.79 $933,803 - $1.01 Million	-16,548 Reduced 11.4%	128,550 $7.52 Million
Q1 2024 May 09, 2024	BUY	$56.98 - $284.98 $6.83 Million - $34.1 Million	119,823 Added 474.08%	145,098 $8.81 Million
Q4 2023 Feb 08, 2024	SELL	$232.04 - $279.85 $1.68 Million - $2.03 Million	-7,237 Reduced 22.26%	25,275 $7 Million
Q3 2023 Nov 07, 2023	BUY	$246.15 - $272.4 $2.94 Million - $3.25 Million	11,929 Added 57.96%	32,512 $8.11 Million
Q2 2023 Aug 10, 2023	SELL	$240.22 - $261.48 $942,623 - $1.03 Million	-3,924 Reduced 16.01%	20,583 $5.38 Million
Q1 2023 May 15, 2023	BUY	$237.25 - $271.72 $420,407 - $481,487	1,772 Added 7.79%	24,507 $6.13 Million
Q4 2022 Feb 13, 2023	BUY	$44.74 - $257.0 $161,332 - $926,742	3,606 Added 18.85%	22,735 $5.5 Million
Q3 2022 Nov 14, 2022	SELL	$43.85 - $263.28 $114,492 - $687,424	-2,611 Reduced 12.01%	19,129 $4.19 Million
Q2 2022 Aug 16, 2022	BUY	$219.07 - $270.08 $280,409 - $345,702	1,280 Added 6.26%	21,740 $4.92 Million
Q1 2022 Feb 08, 2024	BUY	$251.21 - $285.37 $230,610 - $261,969	918 Added 3.63%	26,193 $7.03 Million
Q4 2021 Feb 17, 2022	SELL	$265.81 - $290.54 $424,498 - $463,992	-1,597 Reduced 7.24%	20,460 $5.79 Million
Q3 2021 Dec 03, 2021	BUY	$256.44 - $277.04 $1 Million - $1.08 Million	3,911 Added 21.55%	22,057 $5.8 Million
Q2 2021 Aug 17, 2021	BUY	$260.21 - $276.38 $175,901 - $186,832	676 Added 3.87%	18,146 $4.92 Million
Q1 2021 May 24, 2021	BUY	$226.3 - $267.93 $288,079 - $341,074	1,273 Added 7.86%	17,470 $4.61 Million
Q4 2020 Feb 16, 2021	SELL	$187.77 - $230.69 $1,314 - $1,614	-7 Reduced 0.04%	16,197 $3.72 Million
Q3 2020 Nov 19, 2020	SELL	$174.43 - $196.49 $184,372 - $207,689	-1,057 Reduced 6.12%	16,204 $3 Million
Q2 2020 Aug 14, 2020	SELL	$133.18 - $194.42 $92,293 - $134,733	-693 Reduced 3.86%	17,261 $3.07 Million
Q1 2020 May 11, 2020	BUY	$121.75 - $210.58 $112,253 - $194,154	922 Added 5.41%	17,954 $2.58 Million
Q4 2019 Jan 31, 2020	BUY	$185.78 - $206.16 $1.99 Million - $2.21 Million	10,724 Added 170.01%	17,032 $3.51 Million
Q4 2019 Jan 30, 2020	SELL	$185.78 - $206.16 $1.22 Million - $1.36 Million	-6,590 Reduced 51.09%	6,308 $1.2 Million
Q3 2019 Jan 29, 2020	SELL	$183.17 - $198.52 $323,661 - $350,784	-1,767 Reduced 12.05%	12,898 $2.49 Million
Q2 2019 Jan 29, 2020	SELL	$181.14 - $198.0 $118,103 - $129,096	-652 Reduced 4.26%	14,665 $2.85 Million
Q1 2019 Jan 29, 2020	BUY	$162.83 - $193.4 $918,524 - $1.09 Million	5,641 Added 58.3%	15,317 $2.9 Million
Q4 2018 Jan 29, 2020	BUY	$156.48 - $199.76 $2,973 - $3,795	19 Added 0.2%	9,676 $1.61 Million
Q3 2018 Jan 29, 2020	BUY	$194.86 - $204.98 $546,387 - $574,763	2,804 Added 40.92%	9,657 $1.94 Million
Q2 2018 Jan 29, 2020	BUY	$183.17 - $200.64 $51,653 - $56,580	282 Added 4.29%	6,853 $1.34 Million
Q1 2018 Jan 29, 2020	BUY	$179.89 - $199.21 $47,311 - $52,392	263 Added 4.17%	6,571 $1.23 Million
Q4 2017 Jan 29, 2020	BUY	$180.58 - $190.73 $156,201 - $164,981	865 Added 15.89%	6,308 $1.2 Million
Q3 2017 Jan 29, 2020	BUY	$176.74 - $178.9 $145,280 - $147,055	822 Added 17.79%	5,443 $974,000
Q2 2017 Jan 29, 2020	BUY	N/A	762 Added 19.75%	4,621 $804,000
Q1 2017 Jan 29, 2020	BUY	N/A	3,859	3,859 $661,000

Others Institutions Holding IJH

# of Institutions

2,652

Shares Held

1.14B

Call Options Held

773K

Put Options Held

70.2K

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About ISHARES CORE S&P MID-CAP ETF

Ticker IJH
Sector ETFs
Industry ETFs

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Kingsview Wealth Management, LLC Ishares Core S&P Mid Cap ETF Transaction History