A detailed history of National Wealth Management Group, LLC transactions in Ishares Core S&P Mid Cap ETF stock. As of the latest transaction made, National Wealth Management Group, LLC holds 29,734 shares of IJH stock, worth $2.01 Million. This represents 1.26% of its overall portfolio holdings.

Number of Shares
29,734
Previous 26,447 12.43%
Holding current value
$2.01 Million
Previous $1.55 Billion 19.73%
% of portfolio
1.26%
Previous 1.18%

Shares

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

Nov 13, 2024

BUY
$57.32 - $62.65 $188,410 - $205,930
3,287 Added 12.43%
29,734 $1.85 Billion
Q2 2024

Aug 09, 2024

BUY
$56.43 - $60.79 $411,092 - $442,855
7,285 Added 38.02%
26,447 $1.55 Billion
Q1 2024

May 17, 2024

BUY
$56.98 - $284.98 $904,044 - $4.52 Million
15,866 Added 481.37%
19,162 $1.16 Billion
Q4 2023

Feb 01, 2024

BUY
$232.04 - $279.85 $91,423 - $110,260
394 Added 13.58%
3,296 $914 Million
Q3 2023

Nov 13, 2023

SELL
$246.15 - $272.4 $1,230 - $1,362
-5 Reduced 0.17%
2,902 $724 Million
Q2 2023

Aug 09, 2023

BUY
$240.22 - $261.48 $34,591 - $37,653
144 Added 5.21%
2,907 $778 Million
Q1 2023

May 15, 2023

BUY
$237.25 - $271.72 $655,521 - $750,762
2,763 New
2,763 $670 Million
Q4 2022

Nov 17, 2023

SELL
$44.74 - $257.0 $88,540 - $508,603
-1,979 Reduced 68.19%
923 $223 Million

Others Institutions Holding IJH

About ISHARES CORE S&P MID-CAP ETF


  • Ticker IJH
  • Sector ETFs
  • Industry ETFs
More about IJH
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