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

Summit Wealth & Retirement Planning, Inc.

  • $281 Million
  • Q2 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 5,275 shares of IJH stock, worth $327,735. This represents 0.11% of its overall portfolio holdings.

Number of Shares
5,275
Previous 5,275 -0.0%
Holding current value
$327,735
Previous $320,000 3.75%
% of portfolio
0.11%
Previous 0.12%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
2,361
Shares Held
1.02B
Call Options Held
716K
Put Options Held
43.2K
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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