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

Summit Wealth Partners, LLC

$519 Billion
Q3 2024

A detailed history of Summit Wealth Partners, LLC transactions in Ishares Core S&P Mid Cap ETF stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 74,202 shares of IJH stock, worth $4.79 Million. This represents 0.89% of its overall portfolio holdings.

Number of Shares

74,202

Previous 73,884 0.43%

Holding current value

$4.79 Million

Previous $4.32 Billion 6.95%

% of portfolio

0.89%

Previous 0.9%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 28, 2024	BUY	$57.32 - $62.65 $18,227 - $19,922	318 Added 0.43%	74,202 $4.62 Billion
Q2 2024 Sep 11, 2024	BUY	$56.43 - $60.79 $93,786 - $101,032	1,662 Added 2.3%	73,884 $4.32 Billion
Q1 2024 Sep 11, 2024	BUY	$56.98 - $284.98 $3.36 Million - $16.8 Million	58,989 Added 445.77%	72,222 $4.39 Billion
Q4 2023 Sep 11, 2024	BUY	$232.04 - $279.85 $252,691 - $304,756	1,089 Added 8.97%	13,233 $3.67 Billion
Q3 2023 Sep 11, 2024	BUY	$246.15 - $272.4 $58,337 - $64,558	237 Added 1.99%	12,144 $3.03 Billion
Q2 2023 Sep 11, 2024	BUY	$240.22 - $261.48 $28,105 - $30,593	117 Added 0.99%	11,907 $3.11 Billion
Q1 2023 Sep 11, 2024	BUY	$237.25 - $271.72 $22,776 - $26,085	96 Added 0.82%	11,790 $2.95 Billion
Q4 2022 Sep 11, 2024	SELL	$44.74 - $257.0 $7,426 - $42,662	-166 Reduced 1.4%	11,694 $2.83 Billion
Q3 2022 Sep 11, 2024	SELL	$43.85 - $263.28 $25,520 - $153,228	-582 Reduced 4.68%	11,860 $2.6 Billion
Q2 2022 Sep 11, 2024	SELL	$219.07 - $270.08 $375,266 - $462,647	-1,713 Reduced 12.1%	12,442 $2.81 Billion
Q1 2022 Sep 11, 2024	BUY	$251.21 - $285.37 $80,889 - $91,889	322 Added 2.33%	14,155 $3.8 Billion
Q4 2021 Sep 10, 2024	BUY	$265.81 - $290.54 $259,164 - $283,276	975 Added 7.58%	13,833 $3.92 Billion
Q3 2021 Sep 10, 2024	SELL	$256.44 - $277.04 $37,183 - $40,170	-145 Reduced 1.12%	12,858 $3.38 Billion
Q2 2021 Sep 10, 2024	BUY	$260.21 - $276.38 $132,707 - $140,953	510 Added 4.08%	13,003 $3.49 Billion
Q1 2021 Sep 10, 2024	SELL	$226.3 - $267.93 $67,211 - $79,575	-297 Reduced 2.32%	12,493 $3.25 Billion
Q4 2020 Sep 10, 2024	SELL	$187.77 - $230.69 $420,229 - $516,284	-2,238 Reduced 14.89%	12,790 $2.94 Billion
Q3 2020 Sep 10, 2024	BUY	$174.43 - $196.49 $91,575 - $103,157	525 Added 3.62%	15,028 $2.78 Billion
Q2 2020 Sep 10, 2024	BUY	$133.18 - $194.42 $915,745 - $1.34 Million	6,876 Added 90.15%	14,503 $2.58 Billion
Q1 2020 Sep 10, 2024	BUY	$121.75 - $210.58 $85,833 - $148,458	705 Added 10.18%	7,627 $1.1 Billion
Q4 2019 Sep 09, 2024	BUY	$185.78 - $206.16 $1.29 Million - $1.43 Million	6,922 New	6,922 $1.42 Billion

Others Institutions Holding IJH

# of Institutions

2,462

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

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