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

Private Wealth Partners, LLC

$1.19 Billion
Q1 2025

A detailed history of Private Wealth Partners, LLC transactions in Ishares Core S&P Mid Cap ETF stock. As of the latest transaction made, Private Wealth Partners, LLC holds 9,400 shares of IJH stock, worth $572,554. This represents 0.05% of its overall portfolio holdings.

Number of Shares

9,400

Previous 10,767 12.7%

Holding current value

$572,554

Previous $670,000 18.21%

% of portfolio

0.05%

Previous 0.05%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 21, 2025	SELL	$57.21 - $65.8 $78,206 - $89,948	-1,367 Reduced 12.7%	9,400 $548,000
Q4 2024 Jan 31, 2025	BUY	$61.68 - $67.87 $87,092 - $95,832	1,412 Added 15.09%	10,767 $670,000
Q3 2024 Oct 29, 2024	BUY	$57.32 - $62.65 $3,439 - $3,759	60 Added 0.65%	9,355 $583,000
Q1 2024 May 08, 2024	BUY	$56.98 - $284.98 $424,671 - $2.12 Million	7,453 Added 404.61%	9,295 $564,000
Q3 2023 Nov 06, 2023	BUY	$246.15 - $272.4 $738 - $817	3 Added 0.16%	1,842 $459,000
Q2 2023 Aug 03, 2023	BUY	$240.22 - $261.48 $14,653 - $15,950	61 Added 3.43%	1,839 $480,000
Q1 2023 May 03, 2023	BUY	$237.25 - $271.72 $421,830 - $483,118	1,778 New	1,778 $444,000
Q1 2021 May 04, 2021	SELL	$226.3 - $267.93 $248,930 - $294,723	-1,100 Closed	0 $0
Q3 2020 Oct 29, 2020	BUY	$174.43 - $196.49 $191,873 - $216,139	1,100 New	1,100 $204,000
Q1 2020 Apr 24, 2020	SELL	$121.75 - $210.58 $159,370 - $275,649	-1,309 Closed	0 $0
Q3 2019 Nov 12, 2019	SELL	$183.17 - $198.52 $2,564 - $2,779	-14 Reduced 1.06%	1,309 $253,000
Q2 2019 Aug 06, 2019	BUY	$181.14 - $198.0 $239,648 - $261,954	1,323 New	1,323 $257,000

Others Institutions Holding IJH

# of Institutions

2,669

Shares Held

1.17B

Call Options Held

634K

Put Options Held

150K

View Full List

About ISHARES CORE S&P MID-CAP ETF

Ticker IJH
Sector ETFs
Industry ETFs

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