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

Oakwell Private Wealth Management, LLC

  • $329 Million
  • Q1 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 $709,924. This represents 0.21% of its overall portfolio holdings.

Number of Shares
11,551
Previous 2,315 398.96%
Holding current value
$709,924
Previous $641,000 9.36%
% of portfolio
0.21%
Previous 0.22%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
2,334
Shares Held
990M
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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