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

Partnership Wealth Management, LLC

$120 Billion
Q4 2024

A detailed history of Partnership Wealth Management, LLC transactions in Ishares Core S&P Mid Cap ETF stock. As of the latest transaction made, Partnership Wealth Management, LLC holds 172,041 shares of IJH stock, worth $10 Million. This represents 8.92% of its overall portfolio holdings.

Number of Shares

172,041

Previous 147,802 16.4%

Holding current value

$10 Million

Previous $9.21 Billion 16.38%

% of portfolio

8.92%

Previous 6.5%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 08, 2025	BUY	$61.68 - $67.87 $1.5 Million - $1.65 Million	24,239 Added 16.4%	172,041 $10.7 Billion
Q3 2024 Oct 08, 2024	BUY	$57.32 - $62.65 $5.06 Million - $5.53 Million	88,279 Added 148.31%	147,802 $9.21 Billion
Q2 2024 Jul 03, 2024	SELL	$56.43 - $60.79 $637,771 - $687,048	-11,302 Reduced 15.96%	59,523 $3.48 Billion
Q1 2024 Apr 10, 2024	BUY	$56.98 - $284.98 $3.25 Million - $16.3 Million	57,035 Added 413.6%	70,825 $4.3 Billion
Q4 2023 Feb 07, 2024	BUY	$232.04 - $279.85 $3.2 Million - $3.86 Million	13,790 New	13,790 $3.76 Billion

Others Institutions Holding IJH

# of Institutions

2,656

Shares Held

1.14B

Call Options Held

773K

Put Options Held

70.2K

View Full List

About ISHARES CORE S&P MID-CAP ETF

Ticker IJH
Sector ETFs
Industry ETFs

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