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

Shelton Wealth Management, LLC

$180 Million
Q3 2024

A detailed history of Shelton Wealth Management, LLC transactions in Ishares Core S&P Mid Cap ETF stock. As of the latest transaction made, Shelton Wealth Management, LLC holds 12,439 shares of IJH stock, worth $778,805. This represents 0.43% of its overall portfolio holdings.

Number of Shares

12,439

Previous 12,439 -0.0%

Holding current value

$778,805

Previous $727,000 6.6%

% of portfolio

0.43%

Previous 0.42%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 23, 2024	BUY	$56.43 - $60.79 $15,461 - $16,656	274 Added 2.25%	12,439 $727,000
Q1 2024 May 14, 2024	BUY	$56.98 - $284.98 $544,557 - $2.72 Million	9,557 Added 366.45%	12,165 $738,000
Q3 2023 Nov 01, 2023	SELL	$246.15 - $272.4 $23,876 - $26,422	-97 Reduced 3.59%	2,608 $650,000
Q4 2022 Feb 09, 2023	SELL	$44.74 - $257.0 $1,207 - $6,939	-27 Reduced 0.99%	2,705 $654,000
Q2 2022 Jul 28, 2022	BUY	$219.07 - $270.08 $9,200 - $11,343	42 Added 1.56%	2,732 $618,000
Q1 2022 May 10, 2022	BUY	$251.21 - $285.37 $76,116 - $86,467	303 Added 12.69%	2,690 $722,000
Q4 2021 Jan 26, 2022	BUY	$265.81 - $290.54 $634,488 - $693,518	2,387 New	2,387 $676,000

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

More about IJH

Track This Portfolio

Portfolio Update

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

News

Stay updated on Shelton Wealth Management, LLC with notifications on news.

Account

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