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

Peninsula Wealth, LLC

$581 Million
Q4 2024

A detailed history of Peninsula Wealth, LLC transactions in Ishares Core S&P Mid Cap ETF stock. As of the latest transaction made, Peninsula Wealth, LLC holds 108,066 shares of IJH stock, worth $6.15 Million. This represents 1.16% of its overall portfolio holdings.

Number of Shares

108,066

Previous 194,853 44.54%

Holding current value

$6.15 Million

Previous $12.1 Million 44.55%

% of portfolio

1.16%

Previous 2.18%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	SELL	$61.68 - $67.87 $5.35 Million - $5.89 Million	-86,787 Reduced 44.54%	108,066 $6.73 Million
Q3 2024 Nov 14, 2024	BUY	$57.32 - $62.65 $603,808 - $659,955	10,534 Added 5.72%	194,853 $12.1 Million
Q2 2024 Aug 13, 2024	BUY	$56.43 - $60.79 $2.66 Million - $2.86 Million	47,070 Added 34.3%	184,319 $10.8 Million
Q1 2024 May 30, 2024	BUY	$56.98 - $284.98 $4.03 Million - $20.1 Million	70,666 Added 106.13%	137,249 $8.34 Million
Q1 2024 May 08, 2024	BUY	$56.98 - $284.98 $3.06 Million - $15.3 Million	53,672 Added 415.71%	66,583 $4.04 Million
Q4 2023 Feb 14, 2024	BUY	$232.04 - $279.85 $2.5 Million - $3.02 Million	10,779 Added 505.58%	12,911 $3.58 Million
Q3 2023 Nov 13, 2023	BUY	$246.15 - $272.4 $524,791 - $580,756	2,132 New	2,132 $531,000

Others Institutions Holding IJH

# of Institutions

2,667

Shares Held

1.15B

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

More about IJH

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Peninsula Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Peninsula Wealth, LLC with notifications on news.

Account

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