Halpern Financial, Inc. Ishares Core S&P Mid Cap ETF Transaction History

Halpern Financial, Inc.

$389 Billion
Q3 2024

A detailed history of Halpern Financial, Inc. transactions in Ishares Core S&P Mid Cap ETF stock. As of the latest transaction made, Halpern Financial, Inc. holds 132,268 shares of IJH stock, worth $8.49 Million. This represents 2.11% of its overall portfolio holdings.

Number of Shares

132,268

Previous 131,776 0.37%

Holding current value

$8.49 Million

Previous $7.71 Billion 6.14%

% of portfolio

2.11%

Previous 2.12%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 04, 2024	BUY	$57.32 - $62.65 $28,201 - $30,823	492 Added 0.37%	132,268 $8.18 Billion
Q2 2024 Jul 08, 2024	BUY	$56.43 - $60.79 $179,052 - $192,886	3,173 Added 2.47%	131,776 $7.71 Billion
Q1 2024 Apr 09, 2024	BUY	$56.98 - $284.98 $5.84 Million - $29.2 Million	102,426 Added 391.28%	128,603 $7.7 Billion
Q4 2023 Jan 19, 2024	SELL	$232.04 - $279.85 $1.26 Million - $1.52 Million	-5,445 Reduced 17.22%	26,177 $7.07 Billion
Q3 2023 Oct 10, 2023	SELL	$246.15 - $272.4 $72,860 - $80,630	-296 Reduced 0.93%	31,622 $7.89 Billion

Q2 2023 Sep 21, 2023	SELL	$240.22 - $261.48 $2.77 Million - $3.02 Million	-11,535 Reduced 26.55%	31,918 $8.35 Billion
Q1 2023 Sep 21, 2023	SELL	$237.25 - $271.72 $807,124 - $924,391	-3,402 Reduced 7.26%	43,453 $10.9 Billion
Q4 2022 Sep 21, 2023	SELL	$44.74 - $257.0 $44,918 - $258,028	-1,004 Reduced 2.1%	46,855 $11.3 Billion
Q3 2022 Sep 21, 2023	SELL	$43.85 - $263.28 $20,214 - $121,372	-461 Reduced 0.95%	47,859 $10.5 Billion
Q2 2022 Sep 21, 2023	BUY	$219.07 - $270.08 $578,344 - $713,011	2,640 Added 5.78%	48,320 $10.9 Billion
Q1 2022 Sep 21, 2023	BUY	$251.21 - $285.37 $4.42 Million - $5.02 Million	17,595 Added 62.65%	45,680 $12.3 Billion
Q4 2021 Sep 21, 2023	SELL	$265.81 - $290.54 $251,456 - $274,850	-946 Reduced 3.26%	28,085 $7.95 Billion
Q3 2021 Sep 21, 2023	BUY	$256.44 - $277.04 $411,586 - $444,649	1,605 Added 5.85%	29,031 $7.64 Billion
Q2 2021 Sep 21, 2023	SELL	$260.21 - $276.38 $368,717 - $391,630	-1,417 Reduced 4.91%	27,426 $7.37 Billion
Q1 2021 Sep 21, 2023	SELL	$226.3 - $267.93 $282,196 - $334,108	-1,247 Reduced 4.14%	28,843 $7.51 Billion
Q4 2020 Sep 21, 2023	SELL	$187.77 - $230.69 $501,345 - $615,942	-2,670 Reduced 8.15%	30,090 $6.92 Billion
Q3 2020 Sep 21, 2023	BUY	$174.43 - $196.49 $474,449 - $534,452	2,720 Added 9.05%	32,760 $6.07 Billion
Q2 2020 Sep 21, 2023	SELL	$133.18 - $194.42 $20,642 - $30,135	-155 Reduced 0.51%	30,040 $5.34 Billion
Q1 2020 Sep 21, 2023	BUY	$121.75 - $210.58 $1.5 Million - $2.6 Million	12,326 Added 68.98%	30,195 $4.34 Billion
Q4 2019 Sep 21, 2023	BUY	$185.78 - $206.16 $3.32 Million - $3.68 Million	17,869 New	17,869 $3.68 Billion

Others Institutions Holding IJH

# of Institutions

2,769

Shares Held

1.17B

Call Options Held

569K

Put Options Held

75.3K

View Full List

About ISHARES CORE S&P MID-CAP ETF

Ticker IJH
Sector ETFs
Industry ETFs

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Halpern Financial, Inc. Ishares Core S&P Mid Cap ETF Transaction History