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

Wealth Plan Partners, LLC

$931 Billion
Q2 2024

A detailed history of Wealth Plan Partners, LLC transactions in Ishares Core S&P Mid Cap ETF stock. As of the latest transaction made, Wealth Plan Partners, LLC holds 7,526 shares of IJH stock, worth $468,644. This represents 0.05% of its overall portfolio holdings.

Number of Shares

7,526

Previous 24,055 68.71%

Holding current value

$468,644

Previous $1.46 Billion 69.86%

% of portfolio

0.05%

Previous 0.15%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 09, 2024	SELL	$56.43 - $60.79 $932,731 - $1 Million	-16,529 Reduced 68.71%	7,526 $440 Million
Q1 2024 May 07, 2024	BUY	$56.98 - $284.98 $1.12 Million - $5.58 Million	19,571 Added 436.46%	24,055 $1.46 Billion
Q4 2023 Jan 05, 2024	SELL	$232.04 - $279.85 $254,315 - $306,715	-1,096 Reduced 19.64%	4,484 $1.24 Billion
Q3 2023 Nov 01, 2023	BUY	$246.15 - $272.4 $189,043 - $209,203	768 Added 15.96%	5,580 $1.39 Billion
Q2 2023 Jul 31, 2023	SELL	$240.22 - $261.48 $105,456 - $114,789	-439 Reduced 8.36%	4,812 $1.26 Billion
Q1 2023 May 10, 2023	BUY	$237.25 - $271.72 $28,470 - $32,606	120 Added 2.34%	5,251 $1.31 Billion
Q4 2022 Feb 16, 2023	SELL	$44.74 - $257.0 $101,380 - $582,362	-2,266 Reduced 30.63%	5,131 $1.37 Billion
Q1 2022 May 03, 2022	SELL	$251.21 - $285.37 $5,275 - $5,992	-21 Reduced 0.28%	7,397 $1.84 Million
Q4 2021 Feb 01, 2022	BUY	$265.81 - $290.54 $32,428 - $35,445	122 Added 1.67%	7,418 $1.95 Million
Q3 2021 Dec 09, 2021	BUY	$256.44 - $277.04 $295,418 - $319,150	1,152 Added 18.75%	7,296 $1.92 Million
Q2 2021 Aug 19, 2021	BUY	$260.21 - $276.38 $187,351 - $198,993	720 Added 13.27%	6,144 $1.68 Million
Q1 2021 May 11, 2021	BUY	$226.3 - $267.93 $13,125 - $15,539	58 Added 1.08%	5,424 $1.48 Million
Q4 2020 Feb 09, 2021	BUY	$187.77 - $230.69 $55,204 - $67,822	294 Added 5.8%	5,366 $1.31 Million
Q3 2020 Dec 18, 2020	BUY	$174.43 - $196.49 $172,162 - $193,935	987 Added 24.16%	5,072 $1.05 Million
Q2 2020 Aug 19, 2020	BUY	$133.18 - $194.42 $544,040 - $794,205	4,085 New	4,085 $797,000
Q1 2020 May 15, 2020	SELL	$121.75 - $210.58 $2.31 Million - $3.99 Million	-18,949 Closed	0 $0
Q4 2019 Feb 14, 2020	SELL	$185.78 - $206.16 $16,720 - $18,554	-90 Reduced 0.47%	18,949 $3.96 Million
Q3 2019 Nov 15, 2019	SELL	$183.17 - $198.52 $189,031 - $204,872	-1,032 Reduced 5.14%	19,039 $3.78 Million
Q2 2019 Aug 19, 2019	SELL	$181.14 - $198.0 $1.37 Million - $1.5 Million	-7,580 Reduced 27.41%	20,071 $3.8 Million
Q1 2019 May 16, 2019	BUY	$162.83 - $193.4 $101,443 - $120,488	623 Added 2.31%	27,651 $5.25 Million
Q4 2018 Feb 20, 2019	SELL	$156.48 - $199.76 $91,384 - $116,659	-584 Reduced 2.12%	27,028 $5.18 Million
Q3 2018 Nov 21, 2018	BUY	$194.86 - $204.98 $174,789 - $183,867	897 Added 3.36%	27,612 $4.99 Million
Q2 2018 Aug 16, 2018	BUY	$183.17 - $200.64 $90,302 - $98,915	493 Added 1.88%	26,715 $5.2 Million
Q1 2018 May 16, 2018	BUY	$179.89 - $199.21 $4.72 Million - $5.22 Million	26,222 New	26,222 $4.92 Million

Others Institutions Holding IJH

# of Institutions

2,361

Shares Held

1.02B

Call Options Held

716K

Put Options Held

43.2K

View Full List

About ISHARES CORE S&P MID-CAP ETF

Ticker IJH
Sector ETFs
Industry ETFs

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