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 $6.76 Million. This represents 1.16% of its overall portfolio holdings.

Number of Shares

108,066

Previous 194,853 44.54%

Holding current value

$6.76 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

2,717

Shares Held

1.17B

Call Options Held

692K

Put Options Held

122K

View Full List

About ISHARES CORE S&P MID-CAP ETF

Ticker IJH
Sector ETFs
Industry ETFs

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