Wr Wealth Planners, LLC Ishares Core S&P Mid Cap ETF Transaction History

Wr Wealth Planners, LLC

$347 Million
Q3 2024

A detailed history of Wr Wealth Planners, LLC transactions in Ishares Core S&P Mid Cap ETF stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 225 shares of IJH stock, worth $14,226. This represents 0.0% of its overall portfolio holdings.

Number of Shares

225

Previous 332 32.23%

Holding current value

$14,226

Previous $19,000 26.32%

% of portfolio

0.0%

Previous 0.01%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 17, 2024	SELL	$57.32 - $62.65 $6,133 - $6,703	-107 Reduced 32.23%	225 $14,000
Q2 2024 Jul 31, 2024	SELL	$56.43 - $60.79 $2,595 - $2,796	-46 Reduced 12.17%	332 $19,000
Q1 2024 Jul 31, 2024	SELL	$56.98 - $284.98 $42,791 - $214,019	-751 Reduced 66.52%	378 $22,000
Q4 2023 Jul 30, 2024	BUY	$232.04 - $279.85 $261,973 - $315,950	1,129 New	1,129 $312,000
Q3 2023 Aug 01, 2024	BUY	$246.15 - $272.4 $231,134 - $255,783	939 Added 282.83%	1,271 $317 Million
Q4 2022 Oct 10, 2024	BUY	$44.74 - $257.0 $1,610 - $9,252	36 Added 900.0%	40 $9.68 Million
Q3 2022 Oct 10, 2024	SELL	$43.85 - $263.28 $14,382 - $86,355	-328 Reduced 98.8%	4 $877,000
Q2 2022 Oct 17, 2024	SELL	$219.07 - $270.08 $3,724 - $4,591	-17 Reduced 80.95%	4 $905,000
Q1 2022 Oct 17, 2024	SELL	$251.21 - $285.37 $51,246 - $58,215	-204 Reduced 90.67%	21 $5.69 Million

Others Institutions Holding IJH

# of Institutions

2,466

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

Track This Portfolio

Portfolio Update

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

News

Stay updated on Wr Wealth Planners, LLC with notifications on news.

Account

Wr Wealth Planners, LLC Ishares Core S&P Mid Cap ETF Transaction History