Southern Wealth Management, LLP Ishares Core S&P Mid Cap ETF Transaction History

Southern Wealth Management, LLP

$258 Million
Q1 2023

A detailed history of Southern Wealth Management, LLP transactions in Ishares Core S&P Mid Cap ETF stock. As of the latest transaction made, Southern Wealth Management, LLP holds 7,837 shares of IJH stock, worth $492,085. This represents 0.76% of its overall portfolio holdings.

Number of Shares

7,837

Previous 7,814 0.29%

Holding current value

$492,085

Previous $1.89 Million 3.7%

% of portfolio

0.76%

Previous 0.76%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 12, 2023	BUY	$237.25 - $271.72 $5,456 - $6,249	23 Added 0.29%	7,837 $1.96 Million
Q4 2022 Feb 13, 2023	BUY	$44.74 - $257.0 $41,295 - $237,211	923 Added 13.39%	7,814 $1.89 Million
Q3 2022 Nov 14, 2022	BUY	$43.85 - $263.28 $62,398 - $374,647	1,423 Added 26.02%	6,891 $1.67 Million
Q2 2022 Aug 11, 2022	BUY	$219.07 - $270.08 $109,096 - $134,499	498 Added 10.02%	5,468 $1.24 Million
Q1 2022 May 16, 2022	SELL	$251.21 - $285.37 $64,058 - $72,769	-255 Reduced 4.88%	4,970 $1.33 Million
Q4 2021 Feb 10, 2022	SELL	$265.81 - $290.54 $665,588 - $727,512	-2,504 Reduced 32.4%	5,225 $1.48 Million
Q3 2021 Nov 15, 2021	BUY	$256.44 - $277.04 $13,591 - $14,683	53 Added 0.69%	7,729 $2.03 Million
Q2 2021 Aug 13, 2021	SELL	$260.21 - $276.38 $36,429 - $38,693	-140 Reduced 1.79%	7,676 $2.08 Million
Q4 2020 Feb 16, 2021	SELL	$187.77 - $230.69 $1,877 - $2,306	-10 Reduced 0.13%	7,816 $1.8 Million
Q3 2020 Nov 25, 2020	BUY	$174.43 - $196.49 $48,665 - $54,820	279 Added 3.7%	7,826 $1.45 Million
Q2 2020 Aug 14, 2020	SELL	$133.18 - $194.42 $6,525 - $9,526	-49 Reduced 0.65%	7,547 $1.34 Million
Q1 2020 May 14, 2020	SELL	$121.75 - $210.58 $40,664 - $70,333	-334 Reduced 4.21%	7,596 $1.09 Million
Q4 2019 May 14, 2020	BUY	$185.78 - $206.16 $1.47 Million - $1.63 Million	7,930 New	7,930 $1.63 Million

Others Institutions Holding IJH

# of Institutions

2,675

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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Southern Wealth Management, LLP Ishares Core S&P Mid Cap ETF Transaction History