A detailed history of Monograph Wealth Advisors, LLC transactions in Ishares Core S&P Mid Cap ETF stock. As of the latest transaction made, Monograph Wealth Advisors, LLC holds 3,231 shares of IJH stock, worth $201,485. This represents 0.03% of its overall portfolio holdings.

Number of Shares
3,231
Holding current value
$201,485
% of portfolio
0.03%

Shares

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

Nov 14, 2024

BUY
$57.32 - $62.65 $185,200 - $202,422
3,231 New
3,231 $201,000
Q4 2023

Feb 14, 2024

SELL
$232.04 - $279.85 $11,137 - $13,432
-48 Reduced 4.29%
1,070 $296,000
Q3 2023

Nov 15, 2023

BUY
$246.15 - $272.4 $11,815 - $13,075
48 Added 4.49%
1,118 $278,000
Q4 2021

Feb 10, 2022

BUY
$265.81 - $290.54 $284,416 - $310,877
1,070 New
1,070 $303,000

Others Institutions Holding IJH

About ISHARES CORE S&P MID-CAP ETF


  • Ticker IJH
  • Sector ETFs
  • Industry ETFs
More about IJH
Track This Portfolio

Track Monograph Wealth Advisors, LLC Portfolio

Follow Monograph Wealth Advisors, 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 Monograph Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Monograph Wealth Advisors, LLC with notifications on news.