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

Triad Wealth Partners, LLC

$495 Billion
Q2 2025

A detailed history of Triad Wealth Partners, LLC transactions in Ishares Core S&P Mid Cap ETF stock. As of the latest transaction made, Triad Wealth Partners, LLC holds 14,489 shares of IJH stock, worth $905,997. This represents 0.18% of its overall portfolio holdings.

Number of Shares

14,489

Previous 20,578 29.59%

Holding current value

$905,997

Previous $1.2 Billion 25.16%

% of portfolio

0.18%

Previous 0.37%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 21, 2025	SELL	$51.16 - $62.02 $311,513 - $377,639	-6,089 Reduced 29.59%	14,489 $899 Million
Q1 2025 May 14, 2025	SELL	$57.21 - $65.8 $867,131 - $997,330	-15,157 Reduced 42.41%	20,578 $1.2 Billion
Q4 2024 Feb 06, 2025	SELL	$61.68 - $67.87 $3.77 Million - $4.15 Million	-61,094 Reduced 63.09%	35,735 $2.23 Billion
Q3 2024 Oct 21, 2024	SELL	$57.32 - $62.65 $2.01 Million - $2.2 Million	-35,072 Reduced 26.59%	96,829 $6.03 Billion
Q2 2024 Jul 18, 2024	BUY	$56.43 - $60.79 $1.2 Million - $1.29 Million	21,198 Added 19.15%	131,901 $7.72 Billion
Q1 2024 Apr 23, 2024	BUY	$56.98 - $284.98 $6.31 Million - $31.5 Million	110,703 New	110,703 $6.72 Billion

Others Institutions Holding IJH

# of Institutions

2,698

Shares Held

1.16B

Call Options Held

634K

Put Options Held

153K

View Full List

About ISHARES CORE S&P MID-CAP ETF

Ticker IJH
Sector ETFs
Industry ETFs

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