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

Mbl Wealth, LLC

$932 Million
Q4 2024

A detailed history of Mbl Wealth, LLC transactions in Ishares Core S&P Mid Cap ETF stock. As of the latest transaction made, Mbl Wealth, LLC holds 756,127 shares of IJH stock, worth $42.8 Million. This represents 5.05% of its overall portfolio holdings.

Number of Shares

756,127

Previous 741,972 1.91%

Holding current value

$42.8 Million

Previous $46.2 Million 1.89%

% of portfolio

5.05%

Previous 5.34%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Apr 21, 2025	BUY	$61.68 - $67.87 $873,080 - $960,699	14,155 Added 1.91%	756,127 $47.1 Million
Q3 2024 Jan 08, 2025	BUY	$57.32 - $62.65 $466,412 - $509,783	8,137 Added 1.11%	741,972 $46.2 Million
Q2 2024 Jul 19, 2024	BUY	$56.43 - $60.79 $1.83 Million - $1.97 Million	32,442 Added 4.63%	733,835 $42.9 Million
Q1 2024 Apr 22, 2024	BUY	$56.98 - $284.98 $32 Million - $160 Million	561,869 Added 402.7%	701,393 $42.6 Million
Q4 2023 Jan 18, 2024	SELL	$232.04 - $279.85 $164,748 - $198,693	-710 Reduced 0.51%	139,524 $38.7 Million
Q3 2023 Oct 11, 2023	BUY	$246.15 - $272.4 $1.13 Million - $1.25 Million	4,588 Added 3.38%	140,234 $35 Million
Q2 2023 Jul 17, 2023	BUY	$240.22 - $261.48 $593,343 - $645,855	2,470 Added 1.85%	135,646 $35.5 Million
Q1 2023 Apr 11, 2023	BUY	$237.25 - $271.72 $1.58 Million - $1.81 Million	6,658 Added 5.26%	133,176 $33.3 Million
Q4 2022 Jan 12, 2023	BUY	$44.74 - $257.0 $370,626 - $2.13 Million	8,284 Added 7.01%	126,518 $30.6 Million
Q3 2022 Jan 12, 2023	BUY	$43.85 - $263.28 $512,957 - $3.08 Million	11,698 Added 10.98%	118,234 $25.9 Million
Q2 2022 Jan 12, 2023	BUY	$219.07 - $270.08 $2.71 Million - $3.35 Million	12,390 Added 13.16%	106,536 $24.1 Million
Q1 2022 May 02, 2022	BUY	$251.21 - $285.37 $7.48 Million - $8.5 Million	29,782 Added 46.27%	94,146 $25.3 Million
Q3 2021 Oct 25, 2021	BUY	$256.44 - $277.04 $4.59 Million - $4.96 Million	17,895 Added 38.51%	64,364 $16.9 Million
Q1 2021 May 27, 2021	BUY	$226.3 - $267.93 $579,554 - $686,168	2,561 Added 5.83%	46,469 $12.1 Million
Q4 2020 Feb 16, 2021	BUY	$187.77 - $230.69 $8.24 Million - $10.1 Million	43,908 New	43,908 $10.1 Million

Others Institutions Holding IJH

# of Institutions

2,651

Shares Held

1.15B

Call Options Held

773K

Put Options Held

70.2K

View Full List

About ISHARES CORE S&P MID-CAP ETF

Ticker IJH
Sector ETFs
Industry ETFs

More about IJH

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Mbl Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mbl Wealth, LLC with notifications on news.

Account