Twin Peaks Wealth Advisors, LLC Ishares Core S&P Mid Cap ETF Transaction History

Twin Peaks Wealth Advisors, LLC

  • $217 Billion
  • Q3 2024

A detailed history of Twin Peaks Wealth Advisors, LLC transactions in Ishares Core S&P Mid Cap ETF stock. As of the latest transaction made, Twin Peaks Wealth Advisors, LLC holds 21,831 shares of IJH stock, worth $1.38 Million. This represents 0.63% of its overall portfolio holdings.

Number of Shares
21,831
Previous 22,544 3.16%
Holding current value
$1.38 Million
Previous $1.32 Billion 3.13%
% of portfolio
0.63%
Previous 0.66%

Shares

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

Oct 25, 2024
SELL
$57.32 - $62.65 $40,869 - $44,669
-713 Reduced 3.16%
21,831 $1.36 Billion
Q2 2024

Jul 31, 2024
BUY
$56.43 - $60.79 $174,933 - $188,449
3,100 Added 15.94%
22,544 $1.32 Billion
Q1 2024

Apr 23, 2024
BUY
$56.98 - $284.98 $885,127 - $4.43 Million
15,534 Added 397.29%
19,444 $1.18 Billion
Q4 2023

Jan 17, 2024
BUY
$232.04 - $279.85 $907,276 - $1.09 Million
3,910 New
3,910 $1.08 Billion

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 Twin Peaks Wealth Advisors, LLC Portfolio

Follow Twin Peaks Wealth Advisors, 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 Twin Peaks Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Twin Peaks Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email