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

Liberty Wealth Management LLC

  • $569 Million
  • Q3 2024

A detailed history of Liberty Wealth Management LLC transactions in Ishares Core S&P Mid Cap ETF stock. As of the latest transaction made, Liberty Wealth Management LLC holds 3,819 shares of IJH stock, worth $247,433. This represents 0.04% of its overall portfolio holdings.

Number of Shares
3,819
Previous 3,807 0.32%
Holding current value
$247,433
Previous $223,000 6.73%
% of portfolio
0.04%
Previous 0.04%

Shares

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

Nov 01, 2024
BUY
$57.32 - $62.65 $687 - $751
12 Added 0.32%
3,819 $238,000
Q2 2024

Aug 06, 2024
SELL
$56.43 - $60.79 $10,270 - $11,063
-182 Reduced 4.56%
3,807 $223,000
Q1 2024

May 02, 2024
BUY
$56.98 - $284.98 $227,293 - $1.14 Million
3,989 New
3,989 $242,000
Q3 2023

Nov 13, 2023
BUY
$246.15 - $272.4 $1.99 Million - $2.2 Million
8,069 New
8,069 $2.01 Million
Q4 2021

Feb 15, 2022
SELL
$265.81 - $290.54 $196,167 - $214,418
-738 Closed
0 $0
Q3 2021

Nov 15, 2021
BUY
$256.44 - $277.04 $512 - $554
2 Added 0.27%
738 $194,000
Q2 2021

Aug 13, 2021
SELL
$260.21 - $276.38 $51.3 Million - $54.5 Million
-197,051 Reduced 99.63%
736 $198,000
Q2 2021

Aug 13, 2021
BUY
$260.21 - $276.38 $51.3 Million - $54.5 Million
197,167 Added 31801.13%
197,787 $736,000
Q4 2020

Feb 09, 2021
SELL
$187.77 - $230.69 $54,828 - $67,361
-292 Reduced 32.02%
620 $147,000
Q3 2020

Nov 05, 2020
BUY
$174.43 - $196.49 $2,093 - $2,357
12 Added 1.33%
912 $169,000
Q2 2020

Aug 04, 2020
BUY
$133.18 - $194.42 $8,656 - $12,637
65 Added 7.78%
900 $160,000
Q1 2020

Apr 27, 2020
SELL
$121.75 - $210.58 $264,928 - $458,222
-2,176 Reduced 72.27%
835 $120,000
Q4 2019

Feb 05, 2020
BUY
$185.78 - $206.16 $206,401 - $229,043
1,111 Added 58.47%
3,011 $620,000
Q3 2019

Oct 30, 2019
SELL
$183.17 - $198.52 $4,945 - $5,360
-27 Reduced 1.4%
1,900 $367,000
Q2 2019

Jul 30, 2019
BUY
$181.14 - $198.0 $51,806 - $56,628
286 Added 17.43%
1,927 $374,000
Q1 2019

Apr 18, 2019
SELL
$162.83 - $193.4 $78,809 - $93,605
-484 Reduced 22.78%
1,641 $310,000
Q4 2018

Mar 26, 2019
BUY
$156.48 - $199.76 $332,520 - $424,490
2,125 New
2,125 $352,000

Others Institutions Holding IJH

# of Institutions
2,514
Shares Held
1.06B
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 Liberty Wealth Management LLC Portfolio

Follow Liberty Wealth Management LLC 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 Liberty Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Liberty Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email