Wealth Effects LLC Ishares Core S&P Mid Cap ETF Transaction History

Wealth Effects LLC

$255 Million
Q4 2024

A detailed history of Wealth Effects LLC transactions in Ishares Core S&P Mid Cap ETF stock. As of the latest transaction made, Wealth Effects LLC holds 25,655 shares of IJH stock, worth $1.69 Million. This represents 0.63% of its overall portfolio holdings.

Number of Shares

25,655

Previous 25,655 -0.0%

Holding current value

$1.69 Million

Previous $1.6 Million -0.0%

% of portfolio

0.63%

Previous 0.63%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 02, 2024	BUY	$56.43 - $60.79 $22,572 - $24,316	400 Added 1.58%	25,655 $1.5 Million
Q1 2024 Apr 22, 2024	BUY	$56.98 - $284.98 $1.16 Million - $5.79 Million	20,304 Added 410.1%	25,255 $1.53 Million
Q4 2023 Jan 29, 2024	SELL	$232.04 - $279.85 $85,854 - $103,544	-370 Reduced 6.95%	4,951 $1.37 Million
Q2 2023 Jul 18, 2023	SELL	$240.22 - $261.48 $2,642 - $2,876	-11 Reduced 0.21%	5,321 $1.39 Million
Q1 2023 May 04, 2023	SELL	$237.25 - $271.72 $191,698 - $219,549	-808 Reduced 13.16%	5,332 $1.33 Million
Q4 2022 Feb 02, 2023	BUY	$44.74 - $257.0 $274,703 - $1.58 Million	6,140 New	6,140 $1.49 Million

Others Institutions Holding IJH

# of Institutions

2,489

Shares Held

1.05B

Call Options Held

888K

Put Options Held

55.6K

View Full List

About ISHARES CORE S&P MID-CAP ETF

Ticker IJH
Sector ETFs
Industry ETFs

More about IJH

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Effects LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Effects LLC with notifications on news.

Account

Wealth Effects LLC Ishares Core S&P Mid Cap ETF Transaction History