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

Montz Harcus Wealth Management LLC

  • $146 Million
  • Q1 2024

A detailed history of Montz Harcus Wealth Management LLC transactions in Ishares Core S&P Mid Cap ETF stock. As of the latest transaction made, Montz Harcus Wealth Management LLC holds 4,563 shares of IJH stock, worth $265,019. This represents 0.19% of its overall portfolio holdings.

Number of Shares
4,563
Previous 911 400.88%
Holding current value
$265,019
Previous $252,000 9.92%
% of portfolio
0.19%
Previous 0.19%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 07, 2024
BUY
$56.98 - $284.98 $208,090 - $1.04 Million
3,652 Added 400.88%
4,563 $277,000
Q4 2023

Jan 22, 2024
BUY
$232.04 - $279.85 $1,624 - $1,958
7 Added 0.77%
911 $252,000
Q2 2023

Jul 21, 2023
BUY
$240.22 - $261.48 $480 - $522
2 Added 0.22%
904 $236,000
Q1 2023

Apr 25, 2023
BUY
$237.25 - $271.72 $711 - $815
3 Added 0.33%
902 $225,000
Q4 2022

Jan 20, 2023
BUY
$236.61 - $257.0 $212,712 - $231,043
899 New
899 $0
Q1 2022

May 05, 2022
SELL
$251.21 - $285.37 $187,905 - $213,456
-748 Closed
0 $0
Q4 2021

Mar 24, 2022
BUY
$265.81 - $290.54 $198,825 - $217,323
748 New
748 $212,000

Others Institutions Holding IJH

# of Institutions
2,340
Shares Held
989M
Call Options Held
1.07M
Put Options Held
117K
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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