Heritage Wealth Management, Inc./Texas Ishares Core S&P Mid Cap ETF Transaction History

Heritage Wealth Management, Inc./Texas

$170 Billion
Q4 2024

A detailed history of Heritage Wealth Management, Inc./Texas transactions in Ishares Core S&P Mid Cap ETF stock. As of the latest transaction made, Heritage Wealth Management, Inc./Texas holds 46,879 shares of IJH stock, worth $2.91 Million. This represents 1.72% of its overall portfolio holdings.

Number of Shares

46,879

Previous 48,859 4.05%

Holding current value

$2.91 Million

Previous $3.04 Billion 4.07%

% of portfolio

1.72%

Previous 1.76%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	SELL	$61.68 - $67.87 $122,126 - $134,382	-1,980 Reduced 4.05%	46,879 $2.92 Billion
Q3 2024 Oct 30, 2024	SELL	$57.32 - $62.65 $45,397 - $49,618	-792 Reduced 1.6%	48,859 $3.04 Billion
Q2 2024 Jul 30, 2024	SELL	$56.43 - $60.79 $75,108 - $80,911	-1,331 Reduced 2.61%	49,651 $2.91 Billion
Q1 2024 Apr 25, 2024	BUY	$56.98 - $284.98 $2.31 Million - $11.6 Million	40,612 Added 391.63%	50,982 $3.1 Billion
Q4 2023 Jan 24, 2024	SELL	$232.04 - $279.85 $18,563 - $22,388	-80 Reduced 0.77%	10,370 $2.87 Billion
Q3 2023 Nov 07, 2023	SELL	$246.15 - $272.4 $40,122 - $44,401	-163 Reduced 1.54%	10,450 $2.61 Billion
Q2 2023 Aug 02, 2023	SELL	$240.22 - $261.48 $107,618 - $117,143	-448 Reduced 4.05%	10,613 $2.77 Billion
Q1 2023 May 02, 2023	SELL	$237.25 - $271.72 $62,159 - $71,190	-262 Reduced 2.31%	11,061 $2.77 Billion
Q4 2022 Feb 23, 2023	BUY	$44.74 - $257.0 $506,591 - $2.91 Million	11,323 New	11,323 $2.74 Billion

Others Institutions Holding IJH

# of Institutions

2,644

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

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Heritage Wealth Management, Inc./Texas Ishares Core S&P Mid Cap ETF Transaction History