A detailed history of Tria Gen Wealth Management LLC transactions in Ishares Core S&P Mid Cap ETF stock. As of the latest transaction made, Tria Gen Wealth Management LLC holds 8,285 shares of IJH stock, worth $534,879. This represents 0.19% of its overall portfolio holdings.

Number of Shares
8,285
Previous 6,857 20.83%
Holding current value
$534,879
Previous $401,000 28.68%
% of portfolio
0.19%
Previous 0.17%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 18, 2024

BUY
$57.32 - $62.65 $81,852 - $89,464
1,428 Added 20.83%
8,285 $516,000
Q2 2024

Jul 18, 2024

BUY
$56.43 - $60.79 $167,484 - $180,424
2,968 Added 76.32%
6,857 $401,000
Q1 2024

Apr 23, 2024

BUY
$56.98 - $284.98 $221,595 - $1.11 Million
3,889 New
3,889 $236,000

Others Institutions Holding IJH

About ISHARES CORE S&P MID-CAP ETF


  • Ticker IJH
  • Sector ETFs
  • Industry ETFs
More about IJH
Track This Portfolio

Track Tria Gen Wealth Management LLC Portfolio

Follow Tria Gen 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 Tria Gen Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Tria Gen Wealth Management LLC with notifications on news.