Steel Peak Wealth Management LLC Ishares Core S&P Mid Cap ETF Transaction History

Steel Peak Wealth Management LLC

$2.41 Billion
Q4 2024

A detailed history of Steel Peak Wealth Management LLC transactions in Ishares Core S&P Mid Cap ETF stock. As of the latest transaction made, Steel Peak Wealth Management LLC holds 15,259 shares of IJH stock, worth $975,050. This represents 0.04% of its overall portfolio holdings.

Number of Shares

15,259

Previous 17,824 14.39%

Holding current value

$975,050

Previous $1.11 Million 14.41%

% of portfolio

0.04%

Previous 0.05%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	SELL	$61.68 - $67.87 $158,209 - $174,086	-2,565 Reduced 14.39%	15,259 $950,000
Q3 2024 Oct 25, 2024	BUY	$57.32 - $62.65 $206,237 - $225,414	3,598 Added 25.29%	17,824 $1.11 Million
Q2 2024 Jul 16, 2024	BUY	$56.43 - $60.79 $24,829 - $26,747	440 Added 3.19%	14,226 $832,000
Q1 2024 Apr 17, 2024	BUY	$56.98 - $284.98 $624,329 - $3.12 Million	10,957 Added 387.31%	13,786 $837,000
Q4 2023 Jan 23, 2024	SELL	$232.04 - $279.85 $2.44 Million - $2.94 Million	-10,515 Reduced 78.8%	2,829 $784,000
Q3 2023 Nov 02, 2023	BUY	$246.15 - $272.4 $2.61 Million - $2.89 Million	10,616 Added 389.15%	13,344 $3.33 Million
Q2 2023 Aug 02, 2023	BUY	$240.22 - $261.48 $655,320 - $713,317	2,728 New	2,728 $713,000
Q1 2020 Apr 16, 2020	SELL	$121.75 - $210.58 $1.54 Million - $2.66 Million	-12,618 Closed	0 $0
Q4 2019 Feb 06, 2020	BUY	$185.78 - $206.16 $2.34 Million - $2.6 Million	12,618 New	12,618 $2.6 Million

Others Institutions Holding IJH

# of Institutions

2,623

Shares Held

1.14B

Call Options Held

714K

Put Options Held

34.7K

View Full List

About ISHARES CORE S&P MID-CAP ETF

Ticker IJH
Sector ETFs
Industry ETFs

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Steel Peak Wealth Management LLC Ishares Core S&P Mid Cap ETF Transaction History