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

Modern Wealth Management, LLC

  • $3.08 Trillion
  • Q1 2025

A detailed history of Modern Wealth Management, LLC transactions in Ishares Core S&P Mid Cap ETF stock. As of the latest transaction made, Modern Wealth Management, LLC holds 15,658 shares of IJH stock, worth $940,106. This represents 0.03% of its overall portfolio holdings.

Number of Shares
15,658
Previous 12,233 28.0%
Holding current value
$940,106
Previous $784 Million 16.48%
% of portfolio
0.03%
Previous 0.03%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025
BUY
$57.21 - $65.8 $195,944 - $225,365
3,425 Added 28.0%
15,658 $914 Million
Q4 2024

May 30, 2025
SELL
$61.68 - $67.87 $204,099 - $224,581
-3,309 Reduced 21.13%
12,349 $769,000
Q4 2024

May 29, 2025
SELL
$61.68 - $67.87 $204,099 - $224,581
-3,309 Reduced 21.13%
12,349 $769,000
Q4 2024

Feb 11, 2025
BUY
$61.68 - $67.87 $188,987 - $207,953
3,064 Added 33.42%
12,233 $784 Million
Q3 2024

May 30, 2025
SELL
$57.32 - $62.65 $371,949 - $406,535
-6,489 Reduced 41.44%
9,169 $571,000
Q3 2024

May 29, 2025
SELL
$57.32 - $62.65 $371,949 - $406,535
-6,489 Reduced 41.44%
9,169 $571,000
Q3 2024

Nov 05, 2024
BUY
$57.32 - $62.65 $98,303 - $107,444
1,715 Added 23.01%
9,169 $571 Million
Q2 2024

May 29, 2025
SELL
$56.43 - $60.79 $462,951 - $498,721
-8,204 Reduced 52.39%
7,454 $436,000
Q2 2024

Aug 07, 2024
BUY
$56.43 - $60.79 $90,739 - $97,750
1,608 Added 27.51%
7,454 $436 Million
Q1 2024

May 28, 2025
SELL
$56.98 - $284.98 $551,908 - $2.76 Million
-9,686 Reduced 61.86%
5,972 $363 Million
Q1 2024

May 13, 2024
BUY
$56.98 - $284.98 $278,974 - $1.4 Million
4,896 Added 515.37%
5,846 $350 Million
Q4 2023

May 28, 2025
SELL
$232.04 - $279.85 $3.41 Million - $4.11 Million
-14,683 Reduced 93.77%
975 $270 Million
Q4 2023

Feb 14, 2024
BUY
$232.04 - $279.85 $220,438 - $265,857
950 New
950 $263 Million

Others Institutions Holding IJH

# of Institutions
2,671
Shares Held
1.17B
Call Options Held
634K
Put Options Held
150K
View Full List

About ISHARES CORE S&P MID-CAP ETF

IJH Quotes by TradingView
  • Ticker IJH
  • Sector ETFs
  • Industry ETFs
More about IJH
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