Von Berge Wealth Management Group, LLC Ishares Core S&P Mid Cap ETF Transaction History

Von Berge Wealth Management Group, LLC

$158 Million
Q4 2024

A detailed history of Von Berge Wealth Management Group, LLC transactions in Ishares Core S&P Mid Cap ETF stock. As of the latest transaction made, Von Berge Wealth Management Group, LLC holds 3,690 shares of IJH stock, worth $220,809. This represents 0.15% of its overall portfolio holdings.

Number of Shares

3,690

Previous 3,675 0.41%

Holding current value

$220,809

Previous $229,000 -0.0%

% of portfolio

0.15%

Previous 0.12%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 06, 2025	BUY	$61.68 - $67.87 $925 - $1,018	15 Added 0.41%	3,690 $229,000
Q3 2024 Nov 12, 2024	BUY	$57.32 - $62.65 $802 - $877	14 Added 0.38%	3,675 $229,000
Q1 2024 Apr 12, 2024	BUY	$56.98 - $284.98 $166,210 - $831,286	2,917 Added 392.07%	3,661 $222,000
Q4 2023 Jan 19, 2024	BUY	$232.04 - $279.85 $172,637 - $208,208	744 New	744 $206,000
Q1 2022 Apr 22, 2022	SELL	$251.21 - $285.37 $9,294 - $10,558	-37 Reduced 3.69%	967 $253,000
Q4 2021 Feb 07, 2022	BUY	$265.81 - $290.54 $266,873 - $291,702	1,004 New	1,004 $263,000

Others Institutions Holding IJH

# of Institutions

2,651

Shares Held

1.14B

Call Options Held

773K

Put Options Held

70.2K

View Full List

About ISHARES CORE S&P MID-CAP ETF

Ticker IJH
Sector ETFs
Industry ETFs

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Von Berge Wealth Management Group, LLC Ishares Core S&P Mid Cap ETF Transaction History