Holistic Planning, LLC Ishares Core S&P Mid Cap ETF Transaction History

Holistic Planning, LLC

  • $276 Billion
  • Q4 2024

A detailed history of Holistic Planning, LLC transactions in Ishares Core S&P Mid Cap ETF stock. As of the latest transaction made, Holistic Planning, LLC holds 10,755 shares of IJH stock, worth $643,579. This represents 0.24% of its overall portfolio holdings.

Number of Shares
10,755
Previous 11,430 5.91%
Holding current value
$643,579
Previous $712 Million 5.92%
% of portfolio
0.24%
Previous 0.3%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 24, 2025
SELL
$61.68 - $67.87 $41,634 - $45,812
-675 Reduced 5.91%
10,755 $670 Million
Q3 2024

Nov 01, 2024
BUY
$57.32 - $62.65 $193,684 - $211,694
3,379 Added 41.97%
11,430 $712 Million
Q2 2024

Jul 22, 2024
SELL
$56.43 - $60.79 $20,032 - $21,580
-355 Reduced 4.22%
8,051 $489 Million
Q1 2024

May 01, 2024
BUY
$56.98 - $284.98 $377,606 - $1.89 Million
6,627 Added 372.51%
8,406 $511 Million
Q4 2023

Feb 14, 2024
BUY
$232.04 - $279.85 $412,799 - $497,853
1,779 New
1,779 $493 Million

Others Institutions Holding IJH

# of Institutions
2,651
Shares Held
1.14B
Call Options Held
773K
Put Options Held
70.2K
View Full List

About ISHARES CORE S&P MID-CAP ETF

IJH Quotes by TradingView
  • Ticker IJH
  • Sector ETFs
  • Industry ETFs
More about IJH
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