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

Wealthspan Partners, LLC

  • $198 Million
  • Q3 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 58,019 shares of IJH stock, worth $3.62 Million. This represents 1.83% of its overall portfolio holdings.

Number of Shares
58,019
Previous 58,874 1.45%
Holding current value
$3.62 Million
Previous $3.45 Million 4.93%
% of portfolio
1.83%
Previous 1.93%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 04, 2024
SELL
$57.32 - $62.65 $49,008 - $53,565
-855 Reduced 1.45%
58,019 $3.62 Million
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
2,465
Shares Held
1.05B
Call Options Held
888K
Put Options Held
55.6K
View Full List

About ISHARES CORE S&P MID-CAP ETF

IJH Quotes by TradingView
  • Ticker IJH
  • Sector ETFs
  • Industry ETFs
More about IJH
Track This Portfolio

Track Wealthspan Partners, LLC Portfolio

Follow Wealthspan Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Wealthspan Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email