A detailed history of Burling Wealth Partners, LLC transactions in Ishares Core S&P Mid Cap ETF stock. As of the latest transaction made, Burling Wealth Partners, LLC holds 9,628 shares of IJH stock, worth $618,117. This represents 0.1% of its overall portfolio holdings.

Number of Shares
9,628
Previous 8,113 18.67%
Holding current value
$618,117
Previous $503 Million 24.87%
% of portfolio
0.1%
Previous 0.09%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 07, 2025

BUY
$62.09 - $66.51 $94,066 - $100,762
1,515 Added 18.67%
9,628 $628 Million
Q2 2025

Aug 08, 2025

BUY
$51.16 - $62.02 $7,725 - $9,365
151 Added 1.9%
8,113 $503 Million
Q1 2025

May 02, 2025

BUY
$57.21 - $65.8 $127,235 - $146,339
2,224 Added 38.76%
7,962 $465 Million
Q4 2024

Feb 14, 2025

BUY
$61.68 - $67.87 $353,919 - $389,438
5,738 New
5,738 $358 Million

Others Institutions Holding IJH

About ISHARES CORE S&P MID-CAP ETF


  • Ticker IJH
  • Sector ETFs
  • Industry ETFs
More about IJH
Track This Portfolio

Track Burling Wealth Partners, LLC Portfolio

Follow Burling Wealth Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Burling Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Burling Wealth Partners, LLC with notifications on news.