Aprio Wealth Management, LLC Ishares Core S&P Mid Cap ETF Transaction History

Aprio Wealth Management, LLC

$577 Million
Q3 2024

A detailed history of Aprio Wealth Management, LLC transactions in Ishares Core S&P Mid Cap ETF stock. As of the latest transaction made, Aprio Wealth Management, LLC holds 71,571 shares of IJH stock, worth $4.53 Million. This represents 0.77% of its overall portfolio holdings.

Number of Shares

71,571

Previous 71,997 0.59%

Holding current value

$4.53 Million

Previous $4.21 Million 5.86%

% of portfolio

0.77%

Previous 0.82%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 07, 2024	SELL	$57.32 - $62.65 $24,418 - $26,688	-426 Reduced 0.59%	71,571 $4.46 Million
Q2 2024 Jul 10, 2024	SELL	$56.43 - $60.79 $175,215 - $188,752	-3,105 Reduced 4.13%	71,997 $4.21 Million
Q1 2024 Apr 10, 2024	BUY	$56.98 - $284.98 $4.17 Million - $20.8 Million	73,132 Added 3712.28%	75,102 $4.56 Million
Q4 2023 Jan 17, 2024	BUY	$232.04 - $279.85 $232 - $279	1 Added 0.05%	1,970 $545,000
Q2 2023 Jul 13, 2023	SELL	$240.22 - $261.48 $67,261 - $73,214	-280 Reduced 12.45%	1,969 $514,000
Q1 2023 Apr 14, 2023	BUY	$237.25 - $271.72 $56,228 - $64,397	237 Added 11.78%	2,249 $562,000
Q4 2022 Jan 11, 2023	BUY	$44.74 - $257.0 $760 - $4,369	17 Added 0.85%	2,012 $0
Q3 2022 Oct 13, 2022	BUY	$43.85 - $263.28 $87,480 - $525,243	1,995 New	1,995 $437,000
Q3 2021 Oct 14, 2021	SELL	$256.44 - $277.04 $210,280 - $227,172	-820 Closed	0 $0
Q2 2021 Jul 23, 2021	BUY	$260.21 - $276.38 $213,372 - $226,631	820 New	820 $220,000

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 Aprio Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Aprio Wealth Management, LLC with notifications on news.

Account

Aprio Wealth Management, LLC Ishares Core S&P Mid Cap ETF Transaction History