Taylor & Morgan Wealth Management, LLC Ishares Core S&P Mid Cap ETF Transaction History

Taylor & Morgan Wealth Management, LLC

  • $146 Million
  • Q3 2024

A detailed history of Taylor & Morgan Wealth Management, LLC transactions in Ishares Core S&P Mid Cap ETF stock. As of the latest transaction made, Taylor & Morgan Wealth Management, LLC holds 26,950 shares of IJH stock, worth $1.68 Million. This represents 1.15% of its overall portfolio holdings.

Number of Shares
26,950
Previous 26,950 -0.0%
Holding current value
$1.68 Million
Previous $1.58 Million 6.47%
% of portfolio
1.15%
Previous 1.13%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 16, 2024
SELL
$56.43 - $60.79 $21,386 - $23,039
-379 Reduced 1.39%
26,950 $1.58 Million
Q1 2024

Apr 15, 2024
BUY
$56.98 - $284.98 $1.25 Million - $6.27 Million
22,003 Added 413.12%
27,329 $1.66 Million
Q4 2023

Jan 10, 2024
SELL
$232.04 - $279.85 $10,441 - $12,593
-45 Reduced 0.84%
5,326 $1.48 Million
Q3 2023

Oct 05, 2023
BUY
$246.15 - $272.4 $3,199 - $3,541
13 Added 0.24%
5,371 $1.34 Million
Q2 2023

Jul 13, 2023
BUY
$240.22 - $261.48 $43,720 - $47,589
182 Added 3.52%
5,358 $1.4 Million
Q1 2023

Apr 06, 2023
BUY
$237.25 - $271.72 $189,562 - $217,104
799 Added 18.25%
5,176 $1.29 Million
Q4 2022

Jan 17, 2023
BUY
$44.74 - $257.0 $44 - $257
1 Added 0.02%
4,377 $0
Q3 2022

Oct 12, 2022
SELL
$43.85 - $263.28 $157,377 - $944,911
-3,589 Reduced 45.06%
4,376 $960,000
Q2 2022

Jul 08, 2022
BUY
$219.07 - $270.08 $63,311 - $78,053
289 Added 3.76%
7,965 $1.8 Million
Q1 2022

Apr 18, 2022
BUY
$251.21 - $285.37 $206,243 - $234,288
821 Added 11.98%
7,676 $2.06 Million
Q4 2021

Jan 21, 2022
BUY
$265.81 - $290.54 $1.82 Million - $1.99 Million
6,855 New
6,855 $1.94 Million

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
Track This Portfolio

Track Taylor & Morgan Wealth Management, LLC Portfolio

Follow Taylor & Morgan Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Taylor & Morgan Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Taylor & Morgan Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email