Summit Wealth Group, LLC Ishares Core S&P Mid Cap ETF Transaction History

Summit Wealth Group, LLC

$345 Million
Q4 2024

A detailed history of Summit Wealth Group, LLC transactions in Ishares Core S&P Mid Cap ETF stock. As of the latest transaction made, Summit Wealth Group, LLC holds 3,850 shares of IJH stock, worth $224,108. This represents 0.07% of its overall portfolio holdings.

Number of Shares

3,850

Previous 3,850 -0.0%

Holding current value

$224,108

Previous $240,000 -0.0%

% of portfolio

0.07%

Previous 0.07%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 31, 2024	BUY	$56.43 - $60.79 $217,255 - $234,041	3,850 New	3,850 $225,000
Q2 2023 Jul 26, 2023	SELL	$240.22 - $261.48 $46.1 Million - $50.2 Million	-191,853 Reduced 99.6%	770 $201,000
Q1 2023 May 10, 2023	BUY	$237.25 - $271.72 $45.7 Million - $52.3 Million	192,623 New	192,623 $1,000
Q4 2021 Feb 14, 2022	SELL	$265.81 - $290.54 $204,673 - $223,715	-770 Closed	0 $0
Q3 2021 Nov 12, 2021	BUY	$256.44 - $277.04 $197,458 - $213,320	770 New	770 $203,000

Others Institutions Holding IJH

# of Institutions

2,655

Shares Held

1.15B

Call Options Held

773K

Put Options Held

70.2K

View Full List

About ISHARES CORE S&P MID-CAP ETF

Ticker IJH
Sector ETFs
Industry ETFs

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Summit Wealth Group, LLC Ishares Core S&P Mid Cap ETF Transaction History