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

Precedent Wealth Partners, LLC

$306 Billion
Q4 2024

A detailed history of Precedent Wealth Partners, LLC transactions in Ishares Core S&P Mid Cap ETF stock. As of the latest transaction made, Precedent Wealth Partners, LLC holds 172,728 shares of IJH stock, worth $10.7 Million. This represents 3.51% of its overall portfolio holdings.

Number of Shares

172,728

Previous 217,805 20.7%

Holding current value

$10.7 Million

Previous $13.6 Billion 20.71%

% of portfolio

3.51%

Previous 4.48%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	SELL	$61.68 - $67.87 $2.78 Million - $3.06 Million	-45,077 Reduced 20.7%	172,728 $10.8 Billion
Q3 2024 Oct 17, 2024	SELL	$57.32 - $62.65 $110,627 - $120,914	-1,930 Reduced 0.88%	217,805 $13.6 Billion
Q2 2024 Jul 23, 2024	SELL	$56.43 - $60.79 $17,549 - $18,905	-311 Reduced 0.14%	219,735 $12.9 Billion
Q1 2024 Apr 23, 2024	BUY	$56.98 - $284.98 $10.2 Million - $50.8 Million	178,409 Added 428.49%	220,046 $13.4 Billion
Q4 2023 Jan 18, 2024	BUY	$232.04 - $279.85 $9.66 Million - $11.7 Million	41,637 New	41,637 $11.5 Billion

Others Institutions Holding IJH

# of Institutions

2,640

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

More about IJH

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