Beacon Financial Planning, Inc Ishares Core S&P Mid Cap ETF Transaction History

Beacon Financial Planning, Inc

$162 Billion
Q3 2024

A detailed history of Beacon Financial Planning, Inc transactions in Ishares Core S&P Mid Cap ETF stock. As of the latest transaction made, Beacon Financial Planning, Inc holds 219,155 shares of IJH stock, worth $13.8 Million. This represents 8.43% of its overall portfolio holdings.

Number of Shares

219,155

Previous 226,995 3.45%

Holding current value

$13.8 Million

Previous $13.3 Billion 2.82%

% of portfolio

8.43%

Previous 9.02%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 24, 2024	SELL	$57.32 - $62.65 $449,388 - $491,176	-7,840 Reduced 3.45%	219,155 $13.7 Billion
Q2 2024 Jul 18, 2024	SELL	$56.43 - $60.79 $319,224 - $343,889	-5,657 Reduced 2.43%	226,995 $13.3 Billion
Q1 2024 Apr 22, 2024	BUY	$56.98 - $284.98 $10.6 Million - $52.8 Million	185,442 Added 392.8%	232,652 $14.1 Billion
Q4 2023 Jan 29, 2024	SELL	$232.04 - $279.85 $112,307 - $135,447	-484 Reduced 1.01%	47,210 $13.1 Billion
Q3 2023 Oct 24, 2023	SELL	$246.15 - $272.4 $148,920 - $164,802	-605 Reduced 1.25%	47,694 $11.9 Billion
Q2 2023 Jul 19, 2023	BUY	$240.22 - $261.48 $53,328 - $58,048	222 Added 0.46%	48,299 $12.6 Billion
Q1 2023 May 04, 2023	BUY	$237.25 - $271.72 $305,340 - $349,703	1,287 Added 2.75%	48,077 $12 Billion
Q4 2022 Feb 15, 2023	BUY	$44.74 - $257.0 $2.09 Million - $12 Million	46,790 New	46,790 $11.3 Billion

Others Institutions Holding IJH

# of Institutions

2,465

Shares Held

1.05B

Call Options Held

888K

Put Options Held

55.6K

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About ISHARES CORE S&P MID-CAP ETF

Ticker IJH
Sector ETFs
Industry ETFs

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Beacon Financial Planning, Inc Ishares Core S&P Mid Cap ETF Transaction History