Leicht Financial Planning & Wealth Management, Inc. Ishares Core S&P Mid Cap ETF Transaction History

Leicht Financial Planning & Wealth Management, Inc.

$199 Million
Q3 2024

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2020 Apr 13, 2020	SELL	$121.75 - $210.58 $309,123 - $534,662	-2,539 Closed	0 $0
Q4 2019 Jan 17, 2020	SELL	$185.78 - $206.16 $232,225 - $257,700	-1,250 Reduced 32.99%	2,539 $523,000
Q3 2019 Oct 17, 2019	SELL	$183.17 - $198.52 $233,908 - $253,510	-1,277 Reduced 25.21%	3,789 $732,000
Q2 2019 Aug 02, 2019	BUY	$181.14 - $198.0 $17,932 - $19,602	99 Added 1.99%	5,066 $984,000
Q1 2019 May 02, 2019	SELL	$162.83 - $193.4 $241,476 - $286,812	-1,483 Reduced 22.99%	4,967 $941,000
Q4 2018 Jan 28, 2019	SELL	$156.48 - $199.76 $132,069 - $168,597	-844 Reduced 11.57%	6,450 $1.06 Million
Q3 2018 Oct 19, 2018	BUY	$194.86 - $204.98 $1.2 Million - $1.27 Million	6,174 Added 551.25%	7,294 $1.46 Million
Q2 2018 Jul 16, 2018	BUY	$183.17 - $200.64 $205,150 - $224,716	1,120 New	1,120 $220,000

Others Institutions Holding IJH

# of Institutions

2,466

Shares Held

1.05B

Call Options Held

888K

Put Options Held

55.6K

Northwestern Mutual Wealth Management CO

107M
Shares

$6.7 Billion
5.95% of portfolio
Bank Of America Corp Charlotte, NC

65.1M
Shares

$4.08 Billion
0.34% of portfolio
Wells Fargo & Company San Francisco, CA

47.7M
Shares

$2.99 Billion
0.69% of portfolio
Lpl Financial LLC Fort Mill, SC

41.2M
Shares

$2.58 Billion
1.18% of portfolio
Jpmorgan Chase & CO New York, NY

38.1M
Shares

$2.38 Billion
0.19% of portfolio

View Full List

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