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

Towerpoint Wealth, LLC

  • $201 Million
  • Q4 2024

A detailed history of Towerpoint Wealth, LLC transactions in Ishares Core S&P Mid Cap ETF stock. As of the latest transaction made, Towerpoint Wealth, LLC holds 8,278 shares of IJH stock, worth $495,355. This represents 0.26% of its overall portfolio holdings.

Number of Shares
8,278
Previous 8,306 0.34%
Holding current value
$495,355
Previous $517,000 0.39%
% of portfolio
0.26%
Previous 0.25%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 14, 2025
SELL
$61.68 - $67.87 $1,727 - $1,900
-28 Reduced 0.34%
8,278 $515,000
Q3 2024

Oct 09, 2024
BUY
$57.32 - $62.65 $11,578 - $12,655
202 Added 2.49%
8,306 $517,000
Q2 2024

Jul 12, 2024
SELL
$56.43 - $60.79 $79,961 - $86,139
-1,417 Reduced 14.88%
8,104 $474,000
Q1 2024

Apr 15, 2024
BUY
$56.98 - $284.98 $437,777 - $2.19 Million
7,683 Added 418.01%
9,521 $578,000
Q4 2023

Jan 23, 2024
SELL
$232.04 - $279.85 $12,762 - $15,391
-55 Reduced 2.91%
1,838 $509,000
Q3 2023

Oct 10, 2023
SELL
$246.15 - $272.4 $37,907 - $41,949
-154 Reduced 7.52%
1,893 $472,000
Q2 2023

Jul 20, 2023
SELL
$240.22 - $261.48 $110,020 - $119,757
-458 Reduced 18.28%
2,047 $535,000
Q1 2023

May 15, 2023
SELL
$237.25 - $271.72 $54,567 - $62,495
-230 Reduced 8.41%
2,505 $626,000
Q4 2022

Feb 10, 2023
SELL
$44.74 - $257.0 $10,961 - $62,965
-245 Reduced 8.22%
2,735 $661,000
Q3 2022

Nov 14, 2022
SELL
$43.85 - $263.28 $19,294 - $115,843
-440 Reduced 12.87%
2,980 $653,000
Q2 2022

Aug 08, 2022
BUY
$219.07 - $270.08 $749,219 - $923,673
3,420 New
3,420 $774,000
Q4 2019

Jan 15, 2020
SELL
$185.78 - $206.16 $98,834 - $109,677
-532 Closed
0 $0
Q3 2019

Nov 05, 2019
BUY
$183.17 - $198.52 $97,446 - $105,612
532 New
532 $103,000

Others Institutions Holding IJH

# of Institutions
2,652
Shares Held
1.14B
Call Options Held
773K
Put Options Held
70.2K
View Full List

About ISHARES CORE S&P MID-CAP ETF

IJH Quotes by TradingView
  • Ticker IJH
  • Sector ETFs
  • Industry ETFs
More about IJH
Track This Portfolio

Track Towerpoint Wealth, LLC Portfolio

Follow Towerpoint Wealth, 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 Towerpoint Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Towerpoint Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email