Summit Wealth & Retirement Planning, Inc. Ishares Core S&P Mid Cap ETF Transaction History

Summit Wealth & Retirement Planning, Inc.

  • $300 Million
  • Q3 2024

A detailed history of Summit Wealth & Retirement Planning, Inc. transactions in Ishares Core S&P Mid Cap ETF stock. As of the latest transaction made, Summit Wealth & Retirement Planning, Inc. holds 3,955 shares of IJH stock, worth $255,334. This represents 0.08% of its overall portfolio holdings.

Number of Shares
3,955
Previous 5,275 25.02%
Holding current value
$255,334
Previous $308,000 20.13%
% of portfolio
0.08%
Previous 0.11%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 01, 2024
SELL
$57.32 - $62.65 $75,662 - $82,698
-1,320 Reduced 25.02%
3,955 $246,000
Q1 2024

May 09, 2024
BUY
$56.98 - $284.98 $240,455 - $1.2 Million
4,220 Added 400.0%
5,275 $320,000
Q2 2022

Aug 02, 2022
BUY
$219.07 - $270.08 $231,118 - $284,934
1,055 New
1,055 $239,000
Q4 2021

Feb 03, 2022
SELL
$265.81 - $290.54 $280,429 - $306,519
-1,055 Closed
0 $0
Q3 2021

Nov 12, 2021
BUY
$256.44 - $277.04 $270,544 - $292,277
1,055 New
1,055 $278,000

Others Institutions Holding IJH

# of Institutions
2,465
Shares Held
1.05B
Call Options Held
888K
Put Options Held
55.6K
View Full List

About ISHARES CORE S&P MID-CAP ETF

IJH Quotes by TradingView
  • Ticker IJH
  • Sector ETFs
  • Industry ETFs
More about IJH
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