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

Wealth Effects LLC

$255 Million
Q3 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 $1.6 Million. This represents 0.63% of its overall portfolio holdings.

Number of Shares

25,655

Previous 25,655 -0.0%

Holding current value

$1.6 Million

Previous $1.5 Million 6.46%

% of portfolio

0.63%

Previous 0.62%

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

2,465

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

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