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

Melone Private Wealth, LLC

$190 Million
Q1 2025

A detailed history of Melone Private Wealth, LLC transactions in Ishares Core S&P Mid Cap ETF stock. As of the latest transaction made, Melone Private Wealth, LLC holds 9,115 shares of IJH stock, worth $518,734. This represents 0.28% of its overall portfolio holdings.

Number of Shares

9,115

Previous 9,653 5.57%

Holding current value

$518,734

Previous $601,000 11.81%

% of portfolio

0.28%

Previous 0.31%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 11, 2025	SELL	$57.21 - $65.8 $30,778 - $35,400	-538 Reduced 5.57%	9,115 $530,000
Q4 2024 Jan 14, 2025	BUY	$61.68 - $67.87 $740 - $814	12 Added 0.12%	9,653 $601,000
Q3 2024 Oct 07, 2024	SELL	$57.32 - $62.65 $8,598 - $9,397	-150 Reduced 1.53%	9,641 $600,000
Q2 2024 Jul 12, 2024	SELL	$56.43 - $60.79 $15,913 - $17,142	-282 Reduced 2.8%	9,791 $572,000
Q1 2024 May 03, 2024	BUY	$56.98 - $284.98 $456,295 - $2.28 Million	8,008 Added 387.8%	10,073 $611,000
Q4 2023 Jan 12, 2024	SELL	$232.04 - $279.85 $152,914 - $184,421	-659 Reduced 24.19%	2,065 $572,000
Q2 2023 Jul 27, 2023	BUY	$240.22 - $261.48 $2,161 - $2,353	9 Added 0.33%	2,724 $712,000
Q1 2023 Apr 20, 2023	BUY	$237.25 - $271.72 $711 - $815	3 Added 0.11%	2,715 $679,000
Q4 2022 Jan 19, 2023	SELL	$44.74 - $257.0 $10,066 - $57,825	-225 Reduced 7.66%	2,712 $0
Q3 2022 Oct 14, 2022	BUY	$43.85 - $263.28 $1,315 - $7,898	30 Added 1.03%	2,937 $680,000
Q2 2022 Jul 11, 2022	BUY	$219.07 - $270.08 $2,409 - $2,970	11 Added 0.38%	2,907 $673,000
Q1 2022 Apr 29, 2022	SELL	$251.21 - $285.37 $65,063 - $73,910	-259 Reduced 8.21%	2,896 $742,000
Q4 2021 Jan 21, 2022	BUY	$265.81 - $290.54 $838,630 - $916,653	3,155 New	3,155 $893,000

Others Institutions Holding IJH

# of Institutions

2,668

Shares Held

1.17B

Call Options Held

634K

Put Options Held

150K

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 Melone Private Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Melone Private Wealth, LLC with notifications on news.

Account

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