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

Shelton Wealth Management, LLC

$174 Million
Q2 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 $772,835. This represents 0.42% of its overall portfolio holdings.

Number of Shares

12,439

Previous 12,165 2.25%

Holding current value

$772,835

Previous $738,000 1.49%

% of portfolio

0.42%

Previous 0.47%

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

2,361

Shares Held

1.02B

Call Options Held

716K

Put Options Held

43.2K

View Full List

About ISHARES CORE S&P MID-CAP ETF

Ticker IJH
Sector ETFs
Industry ETFs

More about IJH

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