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

Heritage Wealth Partners, LLC

$85 Billion
Q3 2024

A detailed history of Heritage Wealth Partners, LLC transactions in Ishares Core S&P Mid Cap ETF stock. As of the latest transaction made, Heritage Wealth Partners, LLC holds 4,366 shares of IJH stock, worth $275,494. This represents 0.32% of its overall portfolio holdings.

Number of Shares

4,366

Previous 4,353 0.3%

Holding current value

$275,494

Previous $255 Million 6.82%

% of portfolio

0.32%

Previous 0.37%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 08, 2024	BUY	$57.32 - $62.65 $745 - $814	13 Added 0.3%	4,366 $272 Million
Q2 2024 Jul 05, 2024	BUY	$56.43 - $60.79 $193,724 - $208,692	3,433 Added 373.15%	4,353 $255 Million
Q4 2023 Jan 19, 2024	BUY	$232.04 - $279.85 $1,856 - $2,238	8 Added 0.88%	920 $255 Million
Q3 2023 Oct 18, 2023	SELL	$246.15 - $272.4 $16,738 - $18,523	-68 Reduced 6.94%	912 $227 Million
Q2 2023 Aug 11, 2023	BUY	$240.22 - $261.48 $235,415 - $256,250	980 New	980 $256 Million
Q4 2022 Feb 10, 2023	BUY	$44.74 - $257.0 $51,048 - $293,237	1,141 New	1,141 $286 Million

Others Institutions Holding IJH

# of Institutions

2,401

Shares Held

1.04B

Call Options Held

711K

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