Selective Wealth Management, Inc. Ishares Core S&P Mid Cap ETF Transaction History

Selective Wealth Management, Inc.

$239 Million
Q3 2024

A detailed history of Selective Wealth Management, Inc. transactions in Ishares Core S&P Mid Cap ETF stock. As of the latest transaction made, Selective Wealth Management, Inc. holds 6,699 shares of IJH stock, worth $423,577. This represents 0.17% of its overall portfolio holdings.

Number of Shares

6,699

Previous 9,635 30.47%

Holding current value

$423,577

Previous $563,000 25.93%

% of portfolio

0.17%

Previous 0.25%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 09, 2024	SELL	$57.32 - $62.65 $168,291 - $183,940	-2,936 Reduced 30.47%	6,699 $417,000
Q2 2024 Jul 10, 2024	SELL	$56.43 - $60.79 $12,358 - $13,313	-219 Reduced 2.22%	9,635 $563,000
Q1 2024 Apr 11, 2024	BUY	$56.98 - $284.98 $442,221 - $2.21 Million	7,761 Added 370.81%	9,854 $598,000
Q4 2023 Jan 05, 2024	SELL	$232.04 - $279.85 $134,583 - $162,313	-580 Reduced 21.7%	2,093 $580,000
Q3 2023 Oct 10, 2023	SELL	$246.15 - $272.4 $86,152 - $95,339	-350 Reduced 11.58%	2,673 $666,000
Q2 2023 Jul 11, 2023	SELL	$240.22 - $261.48 $109,059 - $118,711	-454 Reduced 13.06%	3,023 $790,000
Q4 2022 Jan 23, 2023	SELL	$44.74 - $257.0 $3,221 - $18,504	-72 Reduced 2.03%	3,477 $0
Q3 2022 Oct 21, 2022	SELL	$43.85 - $263.28 $15,128 - $90,831	-345 Reduced 8.86%	3,549 $778,000
Q2 2022 Jul 28, 2022	BUY	$219.07 - $270.08 $796,976 - $982,551	3,638 Added 1421.09%	3,894 $881,000
Q1 2022 Apr 20, 2022	BUY	$251.21 - $285.37 $64,309 - $73,054	256 New	256 $69,000

Others Institutions Holding IJH

# of Institutions

2,466

Shares Held

1.05B

Call Options Held

888K

Put Options Held

55.6K

View Full List

About ISHARES CORE S&P MID-CAP ETF

Ticker IJH
Sector ETFs
Industry ETFs

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Selective Wealth Management, Inc. Ishares Core S&P Mid Cap ETF Transaction History