Next Level Wealth Planning, LLC Ishares Core S&P Mid Cap ETF Transaction History

Next Level Wealth Planning, LLC

  • $156 Billion
  • Q2 2025

A detailed history of Next Level Wealth Planning, LLC transactions in Ishares Core S&P Mid Cap ETF stock. As of the latest transaction made, Next Level Wealth Planning, LLC holds 7,121 shares of IJH stock, worth $458,307. This represents 0.28% of its overall portfolio holdings.

Number of Shares
7,121
Previous 10,738 33.68%
Holding current value
$458,307
Previous $627 Million 29.51%
% of portfolio
0.28%
Previous 0.47%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 22, 2025
SELL
$51.16 - $62.02 $185,045 - $224,326
-3,617 Reduced 33.68%
7,121 $442 Million
Q1 2025

May 06, 2025
BUY
$57.21 - $65.8 $57 - $65
1 Added 0.01%
10,738 $627 Million
Q4 2024

Jan 30, 2025
BUY
$61.68 - $67.87 $662,258 - $728,720
10,737 New
10,737 $669 Million

Others Institutions Holding IJH

# of Institutions
2,687
Shares Held
1.16B
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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