Oakwell Private Wealth Management, LLC Ishares Core S&P Mid Cap ETF Transaction History

Oakwell Private Wealth Management, LLC

$357 Million
Q4 2024

A detailed history of Oakwell Private Wealth Management, LLC transactions in Ishares Core S&P Mid Cap ETF stock. As of the latest transaction made, Oakwell Private Wealth Management, LLC holds 11,551 shares of IJH stock, worth $738,108. This represents 0.2% of its overall portfolio holdings.

Number of Shares

11,551

Previous 11,551 -0.0%

Holding current value

$738,108

Previous $719,000 -0.0%

% of portfolio

0.2%

Previous 0.21%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 25, 2024	BUY	$56.98 - $284.98 $526,267 - $2.63 Million	9,236 Added 398.96%	11,551 $701,000
Q4 2023 Feb 05, 2024	BUY	$232.04 - $279.85 $2,088 - $2,518	9 Added 0.39%	2,315 $641,000
Q2 2022 Aug 03, 2022	SELL	$219.07 - $270.08 $175,694 - $216,604	-802 Reduced 25.8%	2,306 $522,000
Q2 2021 Jul 29, 2021	SELL	$260.21 - $276.38 $5,724 - $6,080	-22 Reduced 0.7%	3,108 $835,000
Q1 2021 Apr 21, 2021	BUY	$226.3 - $267.93 $36,208 - $42,868	160 Added 5.39%	3,130 $815,000
Q4 2020 Feb 10, 2021	BUY	$187.77 - $230.69 $557,676 - $685,149	2,970 New	2,970 $683,000

Others Institutions Holding IJH

# of Institutions

2,623

Shares Held

1.14B

Call Options Held

714K

Put Options Held

34.7K

View Full List

About ISHARES CORE S&P MID-CAP ETF

Ticker IJH
Sector ETFs
Industry ETFs

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Oakwell Private Wealth Management, LLC Ishares Core S&P Mid Cap ETF Transaction History