Oak Harbor Wealth Partners, LLC Ishares Core S&P Mid Cap ETF Transaction History

Oak Harbor Wealth Partners, LLC

  • $361 Million
  • Q2 2025

A detailed history of Oak Harbor Wealth Partners, LLC transactions in Ishares Core S&P Mid Cap ETF stock. As of the latest transaction made, Oak Harbor Wealth Partners, LLC holds 32,173 shares of IJH stock, worth $2.01 Million. This represents 0.55% of its overall portfolio holdings.

Number of Shares
32,173
Previous 30,895 4.14%
Holding current value
$2.01 Million
Previous $1.8 Million 10.71%
% of portfolio
0.55%
Previous 0.53%

Shares

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

Jul 31, 2025
BUY
$51.16 - $62.02 $65,382 - $79,261
1,278 Added 4.14%
32,173 $2 Million
Q1 2025

May 12, 2025
BUY
$57.21 - $65.8 $87,760 - $100,937
1,534 Added 5.22%
30,895 $1.8 Million
Q4 2024

Feb 07, 2025
BUY
$61.68 - $67.87 $264,175 - $290,687
4,283 Added 17.08%
29,361 $1.83 Million
Q3 2024

Nov 06, 2024
BUY
$57.32 - $62.65 $29,806 - $32,578
520 Added 2.12%
25,078 $1.56 Million
Q2 2024

Jul 18, 2024
SELL
$56.43 - $60.79 $55,527 - $59,817
-984 Reduced 3.85%
24,558 $1.44 Million
Q1 2024

Apr 23, 2024
BUY
$56.98 - $284.98 $618,745 - $3.09 Million
10,859 Added 73.96%
25,542 $1.55 Million
Q4 2023

Feb 09, 2024
SELL
$232.04 - $279.85 $6.53 Million - $7.88 Million
-28,152 Reduced 65.72%
14,683 $4.07 Million
Q3 2023

Oct 19, 2023
BUY
$246.15 - $272.4 $353,717 - $391,438
1,437 Added 3.47%
42,835 $10.7 Million
Q2 2023

Jul 27, 2023
BUY
$240.22 - $261.48 $284,420 - $309,592
1,184 Added 2.94%
41,398 $10.8 Million
Q1 2023

Apr 24, 2023
BUY
$237.25 - $271.72 $2.54 Million - $2.91 Million
10,716 Added 36.33%
40,214 $10.1 Million
Q4 2022

Jan 18, 2023
BUY
$44.74 - $257.0 $8,187 - $47,031
183 Added 0.62%
29,498 $0
Q3 2022

Nov 03, 2022
BUY
$43.85 - $263.28 $45,384 - $272,494
1,035 Added 3.66%
29,315 $6.43 Million
Q2 2022

Jul 25, 2022
BUY
$219.07 - $270.08 $556,437 - $686,003
2,540 Added 9.87%
28,280 $6.4 Million
Q1 2022

May 11, 2022
BUY
$251.21 - $285.37 $721,977 - $820,153
2,874 Added 12.57%
25,740 $6.91 Million
Q4 2021

Feb 17, 2022
BUY
$265.81 - $290.54 $6.08 Million - $6.64 Million
22,866 New
22,866 $6.47 Million

Others Institutions Holding IJH

# of Institutions
2,694
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
Track This Portfolio

Track Oak Harbor Wealth Partners, LLC Portfolio

Follow Oak Harbor Wealth Partners, 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 Oak Harbor Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Oak Harbor Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email