Crestmont Private Wealth LLC Ishares Core S&P Mid Cap ETF Transaction History

Crestmont Private Wealth LLC

$222 Billion
Q4 2024

A detailed history of Crestmont Private Wealth LLC transactions in Ishares Core S&P Mid Cap ETF stock. As of the latest transaction made, Crestmont Private Wealth LLC holds 164,549 shares of IJH stock, worth $10.2 Million. This represents 4.61% of its overall portfolio holdings.

Number of Shares

164,549

Previous 160,908 2.26%

Holding current value

$10.2 Million

Previous $10 Billion 2.25%

% of portfolio

4.61%

Previous 4.38%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 14, 2025	BUY	$61.68 - $67.87 $224,576 - $247,114	3,641 Added 2.26%	164,549 $10.3 Billion
Q3 2024 Oct 10, 2024	BUY	$57.32 - $62.65 $160,496 - $175,420	2,800 Added 1.77%	160,908 $10 Billion
Q2 2024 Jul 15, 2024	SELL	$56.43 - $60.79 $431,576 - $464,921	-7,648 Reduced 4.61%	158,108 $9.25 Billion
Q1 2024 Apr 11, 2024	BUY	$56.98 - $284.98 $7.45 Million - $37.3 Million	130,801 Added 374.2%	165,756 $10.1 Billion
Q4 2023 Jan 11, 2024	SELL	$232.04 - $279.85 $1.67 Million - $2.02 Million	-7,215 Reduced 17.11%	34,955 $9.69 Billion
Q3 2023 Oct 11, 2023	BUY	$246.15 - $272.4 $223,750 - $247,611	909 Added 2.2%	42,170 $10.5 Billion
Q2 2023 Jul 07, 2023	BUY	$240.22 - $261.48 $827,798 - $901,060	3,446 Added 9.11%	41,261 $10.8 Billion
Q1 2023 Apr 06, 2023	SELL	$237.25 - $271.72 $25,385 - $29,074	-107 Reduced 0.28%	37,815 $9.46 Billion
Q4 2022 Jan 06, 2023	SELL	$44.74 - $257.0 $11,856 - $68,105	-265 Reduced 0.69%	37,922 $0
Q3 2022 Oct 07, 2022	BUY	$43.85 - $263.28 $404,647 - $2.43 Million	9,228 Added 31.87%	38,187 $8.37 Million
Q2 2022 Jul 13, 2022	BUY	$219.07 - $270.08 $306,040 - $377,301	1,397 Added 5.07%	28,959 $6.55 Million
Q1 2022 Apr 26, 2022	BUY	$251.21 - $285.37 $225,084 - $255,691	896 Added 3.36%	27,562 $7.4 Million
Q4 2021 Jan 05, 2022	BUY	$265.81 - $290.54 $7.09 Million - $7.75 Million	26,666 New	26,666 $7.55 Million

Others Institutions Holding IJH

# of Institutions

2,642

Shares Held

1.14B

Call Options Held

773K

Put Options Held

70.2K

View Full List

About ISHARES CORE S&P MID-CAP ETF

Ticker IJH
Sector ETFs
Industry ETFs

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Crestmont Private Wealth LLC Ishares Core S&P Mid Cap ETF Transaction History