Wealth Management Partners, LLC Ishares Core S&P Mid Cap ETF Transaction History

Wealth Management Partners, LLC

$229 Million
Q4 2024

A detailed history of Wealth Management Partners, LLC transactions in Ishares Core S&P Mid Cap ETF stock. As of the latest transaction made, Wealth Management Partners, LLC holds 21,270 shares of IJH stock, worth $1.38 Million. This represents 0.58% of its overall portfolio holdings.

Number of Shares

21,270

Previous 20,929 1.63%

Holding current value

$1.38 Million

Previous $1.3 Million 1.61%

% of portfolio

0.58%

Previous 0.61%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 16, 2025	BUY	$61.68 - $67.87 $21,032 - $23,143	341 Added 1.63%	21,270 $1.33 Million
Q3 2024 Oct 21, 2024	BUY	$57.32 - $62.65 $2,006 - $2,192	35 Added 0.17%	20,929 $1.3 Million
Q2 2024 Jul 12, 2024	BUY	$56.43 - $60.79 $790 - $851	14 Added 0.07%	20,894 $1.22 Million
Q1 2024 Apr 12, 2024	BUY	$56.98 - $284.98 $941,366 - $4.71 Million	16,521 Added 379.01%	20,880 $1.27 Million
Q4 2023 Jan 10, 2024	SELL	$232.04 - $279.85 $13,690 - $16,511	-59 Reduced 1.34%	4,359 $1.21 Million
Q3 2023 Oct 24, 2023	SELL	$246.15 - $272.4 $9,353 - $10,351	-38 Reduced 0.85%	4,418 $1.1 Million
Q2 2023 Jul 24, 2023	BUY	$240.22 - $261.48 $45,882 - $49,942	191 Added 4.48%	4,456 $1.17 Million
Q1 2023 Apr 14, 2023	BUY	$237.25 - $271.72 $62,871 - $72,005	265 Added 6.63%	4,265 $1.07 Million
Q3 2022 Oct 21, 2022	SELL	$43.85 - $263.28 $43,850 - $263,280	-1,000 Reduced 20.0%	4,000 $919,000
Q4 2021 Jan 19, 2022	BUY	$265.81 - $290.54 $22,859 - $24,986	86 Added 1.75%	5,000 $1.39 Million
Q3 2021 Oct 29, 2021	SELL	$256.44 - $277.04 $40,004 - $43,218	-156 Reduced 3.08%	4,914 $1.29 Million
Q2 2021 Jul 14, 2021	SELL	$260.21 - $276.38 $65,312 - $69,371	-251 Reduced 4.72%	5,070 $1.36 Million
Q1 2021 Apr 15, 2021	SELL	$226.3 - $267.93 $55,669 - $65,910	-246 Reduced 4.42%	5,321 $1.4 Million
Q4 2020 Feb 04, 2021	BUY	$187.77 - $230.69 $1.05 Million - $1.28 Million	5,567 New	5,567 $1.35 Million

Others Institutions Holding IJH

# of Institutions

2,514

Shares Held

1.06B

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 Management Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Management Partners, LLC with notifications on news.

Account

Wealth Management Partners, LLC Ishares Core S&P Mid Cap ETF Transaction History