Wealth Dimensions Group, Ltd. Ishares Core S&P Mid Cap ETF Transaction History

Wealth Dimensions Group, Ltd.

$339 Million
Q1 2024

A detailed history of Wealth Dimensions Group, Ltd. transactions in Ishares Core S&P Mid Cap ETF stock. As of the latest transaction made, Wealth Dimensions Group, Ltd. holds 12,490 shares of IJH stock, worth $752,522. This represents 0.22% of its overall portfolio holdings.

Number of Shares

12,490

Previous 2,510 397.61%

Holding current value

$752,522

Previous $695,000 9.06%

% of portfolio

0.22%

Previous 0.22%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 09, 2024	BUY	$56.98 - $284.98 $568,660 - $2.84 Million	9,980 Added 397.61%	12,490 $758,000
Q4 2023 Feb 09, 2024	SELL	$232.04 - $279.85 $22,739 - $27,425	-98 Reduced 3.76%	2,510 $695,000
Q3 2023 Nov 14, 2023	BUY	$246.15 - $272.4 $19,692 - $21,792	80 Added 3.16%	2,608 $650,000
Q2 2023 Aug 14, 2023	SELL	$240.22 - $261.48 $11,050 - $12,028	-46 Reduced 1.79%	2,528 $661,000
Q1 2023 May 09, 2023	BUY	$237.25 - $271.72 $5,694 - $6,521	24 Added 0.94%	2,574 $643,000

Q4 2022 Feb 10, 2023	SELL	$236.61 - $257.0 $4,022 - $4,369	-17 Reduced 0.66%	2,550 $616,000
Q3 2022 Nov 10, 2022	BUY	$224.13 - $263.28 $12,775 - $15,006	57 Added 2.27%	2,567 $563,000
Q2 2022 Aug 05, 2022	SELL	$219.07 - $270.08 $74,921 - $92,367	-342 Reduced 11.99%	2,510 $568,000
Q1 2022 May 04, 2022	SELL	$251.21 - $285.37 $5,526 - $6,278	-22 Reduced 0.77%	2,852 $765,000
Q4 2021 Feb 04, 2022	SELL	$265.81 - $290.54 $1,594 - $1,743	-6 Reduced 0.21%	2,874 $814,000
Q3 2021 Nov 03, 2021	BUY	$256.44 - $277.04 $131,553 - $142,121	513 Added 21.67%	2,880 $758,000
Q2 2021 Aug 12, 2021	BUY	$260.21 - $276.38 $16,913 - $17,964	65 Added 2.82%	2,367 $636,000
Q1 2021 May 13, 2021	BUY	$226.3 - $267.93 $241,462 - $285,881	1,067 Added 86.4%	2,302 $599,000
Q4 2020 Feb 17, 2021	BUY	$187.77 - $230.69 $231,895 - $284,902	1,235 New	1,235 $284,000

Others Institutions Holding IJH

# of Institutions

2,339

Shares Held

991M

Call Options Held

1.07M

Put Options Held

117K

View Full List

About ISHARES CORE S&P MID-CAP ETF

Ticker IJH
Sector ETFs
Industry ETFs

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Wealth Dimensions Group, Ltd. Ishares Core S&P Mid Cap ETF Transaction History