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

Wealthspan Partners, LLC

$179 Million
Q2 2024

A detailed history of Wealthspan Partners, LLC transactions in Ishares Core S&P Mid Cap ETF stock. As of the latest transaction made, Wealthspan Partners, LLC holds 58,874 shares of IJH stock, worth $3.66 Million. This represents 1.93% of its overall portfolio holdings.

Number of Shares

58,874

Previous 59,917 1.74%

Holding current value

$3.66 Million

Previous $3.64 Million 5.33%

% of portfolio

1.93%

Previous 2.16%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 19, 2024	SELL	$56.43 - $60.79 $58,856 - $63,403	-1,043 Reduced 1.74%	58,874 $3.45 Million
Q1 2024 Apr 29, 2024	BUY	$56.98 - $284.98 $2.69 Million - $13.5 Million	47,261 Added 373.43%	59,917 $3.64 Million
Q4 2023 Jan 29, 2024	SELL	$232.04 - $279.85 $397,948 - $479,942	-1,715 Reduced 11.93%	12,656 $3.51 Million
Q3 2023 Nov 01, 2023	SELL	$246.15 - $272.4 $426,577 - $472,069	-1,733 Reduced 10.76%	14,371 $3.58 Million
Q2 2023 Aug 08, 2023	SELL	$240.22 - $261.48 $259,197 - $282,136	-1,079 Reduced 6.28%	16,104 $4.21 Million
Q1 2023 Apr 21, 2023	BUY	$237.25 - $271.72 $48,636 - $55,702	205 Added 1.21%	17,183 $4.3 Million
Q4 2022 Feb 13, 2023	BUY	$44.74 - $257.0 $12,437 - $71,446	278 Added 1.66%	16,978 $4.11 Million
Q3 2022 Nov 14, 2022	SELL	$43.85 - $263.28 $12,584 - $75,561	-287 Reduced 1.69%	16,700 $3.66 Million
Q2 2022 Aug 11, 2022	SELL	$219.07 - $270.08 $32,203 - $39,701	-147 Reduced 0.86%	16,987 $3.84 Million
Q1 2022 May 12, 2022	BUY	$251.21 - $285.37 $49,237 - $55,932	196 Added 1.16%	17,134 $4.6 Million
Q4 2021 Feb 15, 2022	BUY	$265.81 - $290.54 $4.5 Million - $4.92 Million	16,938 New	16,938 $4.8 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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Wealthspan Partners, LLC Ishares Core S&P Mid Cap ETF Transaction History