Vertex Planning Partners, LLC Ishares Core S&P Mid Cap ETF Transaction History

Vertex Planning Partners, LLC

$458 Billion
Q1 2025

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 69,752 shares of IJH stock, worth $4.16 Million. This represents 0.89% of its overall portfolio holdings.

Number of Shares

69,752

Previous 66,549 4.81%

Holding current value

$4.16 Million

Previous $4.15 Billion 1.85%

% of portfolio

0.89%

Previous 0.91%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	BUY	$57.21 - $65.8 $183,243 - $210,757	3,203 Added 4.81%	69,752 $4.07 Billion
Q4 2024 Feb 12, 2025	BUY	$61.68 - $67.87 $3.8 Million - $4.19 Million	61,678 Added 1266.23%	66,549 $4.15 Billion
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

# of Institutions

2,669

Shares Held

1.17B

Call Options Held

634K

Put Options Held

150K

View Full List

About ISHARES CORE S&P MID-CAP ETF

Ticker IJH
Sector ETFs
Industry ETFs

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Vertex Planning Partners, LLC Ishares Core S&P Mid Cap ETF Transaction History