Gerber Kawasaki Wealth & Investment Management Ishares Core S&P Mid Cap ETF Transaction History

Gerber Kawasaki Wealth & Investment Management

$2.16 Billion
Q3 2024

A detailed history of Gerber Kawasaki Wealth & Investment Management transactions in Ishares Core S&P Mid Cap ETF stock. As of the latest transaction made, Gerber Kawasaki Wealth & Investment Management holds 10,555 shares of IJH stock, worth $660,848. This represents 0.03% of its overall portfolio holdings.

Number of Shares

10,555

Previous 10,337 2.11%

Holding current value

$660,848

Previous $604,000 8.77%

% of portfolio

0.03%

Previous 0.03%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	BUY	$57.32 - $62.65 $12,495 - $13,657	218 Added 2.11%	10,555 $657,000
Q2 2024 Aug 13, 2024	BUY	$56.43 - $60.79 $20,879 - $22,492	370 Added 3.71%	10,337 $604,000
Q1 2024 May 13, 2024	BUY	$56.98 - $284.98 $483,304 - $2.42 Million	8,482 Added 571.18%	9,967 $605,000
Q4 2023 Feb 12, 2024	SELL	$232.04 - $279.85 $88,175 - $106,343	-380 Reduced 20.38%	1,485 $411,000
Q3 2023 Nov 14, 2023	BUY	$246.15 - $272.4 $114,952 - $127,210	467 Added 33.4%	1,865 $465,000
Q2 2023 Aug 10, 2023	BUY	$240.22 - $261.48 $62,697 - $68,246	261 Added 22.96%	1,398 $365,000
Q1 2023 May 15, 2023	BUY	$237.25 - $271.72 $21,352 - $24,454	90 Added 8.6%	1,137 $284,000
Q4 2022 Feb 08, 2023	SELL	$44.74 - $257.0 $9,887 - $56,797	-221 Reduced 17.43%	1,047 $253,000
Q3 2022 Nov 14, 2022	SELL	$43.85 - $263.28 $38,894 - $233,529	-887 Reduced 41.16%	1,268 $278,000
Q2 2022 Aug 04, 2022	BUY	$219.07 - $270.08 $187,742 - $231,458	857 Added 66.02%	2,155 $349,000
Q1 2022 May 12, 2022	BUY	$251.21 - $285.37 $55,266 - $62,781	220 Added 20.41%	1,298 $348,000
Q4 2021 Feb 11, 2022	BUY	$265.81 - $290.54 $280,961 - $307,100	1,057 Added 5033.33%	1,078 $305,000
Q3 2021 Nov 15, 2021	SELL	$256.44 - $277.04 $282,596 - $305,298	-1,102 Reduced 98.13%	21 $21,000
Q2 2021 Aug 11, 2021	BUY	$260.21 - $276.38 $42,414 - $45,049	163 Added 16.98%	1,123 $301,000
Q1 2021 May 07, 2021	SELL	$226.3 - $267.93 $40,055 - $47,423	-177 Reduced 15.57%	960 $249,000
Q4 2020 Feb 09, 2021	BUY	$187.77 - $230.69 $213,494 - $262,294	1,137 New	1,137 $261,000
Q2 2020 Aug 10, 2020	SELL	$133.18 - $194.42 $199,770 - $291,630	-1,500 Closed	0 $0
Q1 2020 May 05, 2020	SELL	$121.75 - $210.58 $69,397 - $120,030	-570 Reduced 27.54%	1,500 $215,000
Q4 2019 Feb 06, 2020	BUY	$185.78 - $206.16 $1,300 - $1,443	7 Added 0.34%	2,070 $426,000
Q3 2019 Nov 07, 2019	BUY	$183.17 - $198.52 $32,054 - $34,741	175 Added 9.27%	2,063 $398,000
Q2 2019 Aug 09, 2019	BUY	$181.14 - $198.0 $11,774 - $12,870	65 Added 3.57%	1,888 $366,000
Q1 2019 May 07, 2019	SELL	$162.83 - $193.4 $11,398 - $13,538	-70 Reduced 3.7%	1,823 $345,000
Q4 2018 Feb 08, 2019	SELL	$156.48 - $199.76 $24,723 - $31,562	-158 Reduced 7.7%	1,893 $314,000
Q3 2018 Nov 06, 2018	BUY	$194.86 - $204.98 $399,657 - $420,413	2,051 New	2,051 $409,000
Q2 2018 Aug 03, 2018	SELL	$183.17 - $200.64 $354,617 - $388,439	-1,936 Closed	0 $0
Q1 2018 May 08, 2018	SELL	$179.89 - $199.21 $3,597 - $3,984	-20 Reduced 1.02%	1,936 $363,000
Q4 2017 Feb 06, 2018	SELL	$180.58 - $190.73 $4,514 - $4,768	-25 Reduced 1.26%	1,956 $371,000
Q3 2017 Nov 13, 2017	SELL	$176.74 - $178.9 $35,701 - $36,137	-202 Reduced 9.25%	1,981 $358,000
Q2 2017 Aug 09, 2017	BUY	N/A	2,183	2,183 $379,000

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
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Gerber Kawasaki Wealth & Investment Management Ishares Core S&P Mid Cap ETF Transaction History