Halpern Financial, Inc. Ishares Core S&P Mid Cap ETF Transaction History

Halpern Financial, Inc.

$389 Billion
Q3 2024

A detailed history of Halpern Financial, Inc. transactions in Ishares Core S&P Mid Cap ETF stock. As of the latest transaction made, Halpern Financial, Inc. holds 132,268 shares of IJH stock, worth $8.2 Million. This represents 2.11% of its overall portfolio holdings.

Number of Shares

132,268

Previous 131,776 0.37%

Holding current value

$8.2 Million

Previous $7.71 Billion 6.14%

% of portfolio

2.11%

Previous 2.12%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 04, 2024	BUY	$57.32 - $62.65 $28,201 - $30,823	492 Added 0.37%	132,268 $8.18 Billion
Q2 2024 Jul 08, 2024	BUY	$56.43 - $60.79 $179,052 - $192,886	3,173 Added 2.47%	131,776 $7.71 Billion
Q1 2024 Apr 09, 2024	BUY	$56.98 - $284.98 $5.84 Million - $29.2 Million	102,426 Added 391.28%	128,603 $7.7 Billion
Q4 2023 Jan 19, 2024	SELL	$232.04 - $279.85 $1.26 Million - $1.52 Million	-5,445 Reduced 17.22%	26,177 $7.07 Billion
Q3 2023 Oct 10, 2023	SELL	$246.15 - $272.4 $72,860 - $80,630	-296 Reduced 0.93%	31,622 $7.89 Billion
Q2 2023 Sep 21, 2023	SELL	$240.22 - $261.48 $2.77 Million - $3.02 Million	-11,535 Reduced 26.55%	31,918 $8.35 Billion
Q1 2023 Sep 21, 2023	SELL	$237.25 - $271.72 $807,124 - $924,391	-3,402 Reduced 7.26%	43,453 $10.9 Billion
Q4 2022 Sep 21, 2023	SELL	$44.74 - $257.0 $44,918 - $258,028	-1,004 Reduced 2.1%	46,855 $11.3 Billion
Q3 2022 Sep 21, 2023	SELL	$43.85 - $263.28 $20,214 - $121,372	-461 Reduced 0.95%	47,859 $10.5 Billion
Q2 2022 Sep 21, 2023	BUY	$219.07 - $270.08 $578,344 - $713,011	2,640 Added 5.78%	48,320 $10.9 Billion
Q1 2022 Sep 21, 2023	BUY	$251.21 - $285.37 $4.42 Million - $5.02 Million	17,595 Added 62.65%	45,680 $12.3 Billion
Q4 2021 Sep 21, 2023	SELL	$265.81 - $290.54 $251,456 - $274,850	-946 Reduced 3.26%	28,085 $7.95 Billion
Q3 2021 Sep 21, 2023	BUY	$256.44 - $277.04 $411,586 - $444,649	1,605 Added 5.85%	29,031 $7.64 Billion
Q2 2021 Sep 21, 2023	SELL	$260.21 - $276.38 $368,717 - $391,630	-1,417 Reduced 4.91%	27,426 $7.37 Billion
Q1 2021 Sep 21, 2023	SELL	$226.3 - $267.93 $282,196 - $334,108	-1,247 Reduced 4.14%	28,843 $7.51 Billion
Q4 2020 Sep 21, 2023	SELL	$187.77 - $230.69 $501,345 - $615,942	-2,670 Reduced 8.15%	30,090 $6.92 Billion
Q3 2020 Sep 21, 2023	BUY	$174.43 - $196.49 $474,449 - $534,452	2,720 Added 9.05%	32,760 $6.07 Billion
Q2 2020 Sep 21, 2023	SELL	$133.18 - $194.42 $20,642 - $30,135	-155 Reduced 0.51%	30,040 $5.34 Billion
Q1 2020 Sep 21, 2023	BUY	$121.75 - $210.58 $1.5 Million - $2.6 Million	12,326 Added 68.98%	30,195 $4.34 Billion
Q4 2019 Sep 21, 2023	BUY	$185.78 - $206.16 $3.32 Million - $3.68 Million	17,869 New	17,869 $3.68 Billion

Others Institutions Holding IJH

# of Institutions

2,640

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

More about IJH

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Halpern Financial, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Halpern Financial, Inc. with notifications on news.

Account

Halpern Financial, Inc. Ishares Core S&P Mid Cap ETF Transaction History