A detailed history of Vertex Planning Partners, LLC transactions in Ishares Core S&P Mid Cap ETF stock. As of the latest transaction made, Vertex Planning Partners, LLC holds 4,871 shares of IJH stock, worth $304,973. This represents 0.07% of its overall portfolio holdings.

Number of Shares
4,871
Previous 4,871 -0.0%
Holding current value
$304,973
Previous $285 Million 6.5%
% of portfolio
0.07%
Previous 0.07%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024

SELL
$56.43 - $60.79 $3,047 - $3,282
-54 Reduced 1.1%
4,871 $285 Million
Q1 2024

May 13, 2024

BUY
$56.98 - $284.98 $228,318 - $1.14 Million
4,007 Added 436.49%
4,925 $299 Million
Q4 2023

Feb 14, 2024

SELL
$232.04 - $279.85 $107,898 - $130,130
-465 Reduced 33.62%
918 $255 Million
Q3 2023

Nov 14, 2023

BUY
$246.15 - $272.4 $340,425 - $376,729
1,383 New
1,383 $345 Million

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 Vertex Planning Partners, LLC Portfolio

Follow Vertex Planning Partners, 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 Vertex Planning Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Vertex Planning Partners, LLC with notifications on news.