Brass Tax Wealth Management, Inc Ishares Core S&P Mid Cap ETF Transaction History

Brass Tax Wealth Management, Inc

$252 Million
Q3 2024

A detailed history of Brass Tax Wealth Management, Inc transactions in Ishares Core S&P Mid Cap ETF stock. As of the latest transaction made, Brass Tax Wealth Management, Inc holds 29,617 shares of IJH stock, worth $1.85 Million. This represents 0.73% of its overall portfolio holdings.

Number of Shares

29,617

Previous 23,117 28.12%

Holding current value

$1.85 Million

Previous $1.35 Billion 99.86%

% of portfolio

0.73%

Previous 0.58%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Dec 12, 2024	BUY	$57.32 - $62.65 $372,580 - $407,225	6,500 Added 28.12%	29,617 $1.85 Million
Q2 2024 Dec 12, 2024	SELL	$56.43 - $60.79 $16.4 Million - $17.7 Million	-291,307 Reduced 92.65%	23,117 $1.35 Billion
Q2 2024 Aug 09, 2024	BUY	$56.43 - $60.79 $17.1 Million - $18.4 Million	302,424 Added 2520.2%	314,424 $18.4 Million
Q1 2024 Jul 31, 2024	BUY	$56.98 - $284.98 $683,760 - $3.42 Million	12,000 New	12,000 $729 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

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Brass Tax Wealth Management, Inc Ishares Core S&P Mid Cap ETF Transaction History