Tower Wealth Partners, Inc. Ishares Core S&P Mid Cap ETF Transaction History

Tower Wealth Partners, Inc.

$191 Million
Q4 2024

A detailed history of Tower Wealth Partners, Inc. transactions in Ishares Core S&P Mid Cap ETF stock. As of the latest transaction made, Tower Wealth Partners, Inc. holds 248,053 shares of IJH stock, worth $15.9 Million. This represents 8.11% of its overall portfolio holdings.

Number of Shares

248,053

Previous 249,043 0.4%

Holding current value

$15.9 Million

Previous $15.5 Million 0.41%

% of portfolio

8.11%

Previous 9.05%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	SELL	$61.68 - $67.87 $61,063 - $67,191	-990 Reduced 0.4%	248,053 $15.5 Million
Q3 2024 Oct 28, 2024	BUY	$57.32 - $62.65 $25,622 - $28,004	447 Added 0.18%	249,043 $15.5 Million
Q2 2024 Aug 09, 2024	SELL	$56.43 - $60.79 $183,792 - $197,993	-3,257 Reduced 1.29%	248,596 $14.5 Million
Q1 2024 Apr 18, 2024	BUY	$56.98 - $284.98 $11.5 Million - $57.5 Million	201,877 Added 403.95%	251,853 $15.3 Million
Q4 2023 Jan 22, 2024	SELL	$232.04 - $279.85 $205,355 - $247,667	-885 Reduced 1.74%	49,976 $13.9 Million
Q3 2023 Oct 25, 2023	SELL	$246.15 - $272.4 $12,799 - $14,164	-52 Reduced 0.1%	50,861 $12.7 Million
Q2 2023 Jul 31, 2023	BUY	$240.22 - $261.48 $3,603 - $3,922	15 Added 0.03%	50,913 $13.3 Million
Q1 2023 May 04, 2023	BUY	$237.25 - $271.72 $111,982 - $128,251	472 Added 0.94%	50,898 $12.7 Million
Q4 2022 Jan 31, 2023	BUY	$44.74 - $257.0 $29,841 - $171,419	667 Added 1.34%	50,426 $12.2 Million
Q3 2022 Nov 14, 2022	BUY	$43.85 - $263.28 $106,994 - $642,403	2,440 Added 5.16%	49,759 $12.1 Million
Q2 2022 Aug 15, 2022	BUY	$219.07 - $270.08 $10.4 Million - $12.8 Million	47,319 New	47,319 $10.7 Million

Others Institutions Holding IJH

# of Institutions

2,556

Shares Held

1.1B

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

More about IJH

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Tower Wealth Partners, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Tower Wealth Partners, Inc. with notifications on news.

Account

Tower Wealth Partners, Inc. Ishares Core S&P Mid Cap ETF Transaction History