Independent Solutions Wealth Management, LLC Ishares Core S&P Mid Cap ETF Transaction History

Independent Solutions Wealth Management, LLC

  • $447 Billion
  • Q1 2025

A detailed history of Independent Solutions Wealth Management, LLC transactions in Ishares Core S&P Mid Cap ETF stock. As of the latest transaction made, Independent Solutions Wealth Management, LLC holds 140,787 shares of IJH stock, worth $7.83 Million. This represents 1.85% of its overall portfolio holdings.

Number of Shares
140,787
Previous 139,521 0.91%
Holding current value
$7.83 Million
Previous $8.69 Billion 4.79%
% of portfolio
1.85%
Previous 1.9%

Shares

22 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 23, 2025
BUY
$57.21 - $65.8 $72,427 - $83,302
1,266 Added 0.91%
140,787 $8.28 Billion
Q4 2024

Feb 11, 2025
SELL
$61.68 - $67.87 $1.94 Million - $2.13 Million
-31,406 Reduced 18.37%
139,521 $8.69 Billion
Q3 2024

Dec 19, 2024
SELL
$57.32 - $62.65 $265,907 - $290,633
-4,639 Reduced 2.64%
170,927 $10.7 Billion
Q2 2024

Dec 19, 2024
BUY
$56.43 - $60.79 $74,036 - $79,756
1,312 Added 0.75%
175,566 $10.3 Billion
Q1 2024

Dec 19, 2024
BUY
$56.98 - $284.98 $7.92 Million - $39.6 Million
139,067 Added 395.22%
174,254 $10.6 Billion
Q4 2023

Dec 19, 2024
BUY
$232.04 - $279.85 $89,335 - $107,742
385 Added 1.11%
35,187 $9.75 Billion
Q3 2023

Dec 19, 2024
SELL
$246.15 - $272.4 $63,506 - $70,279
-258 Reduced 0.74%
34,802 $8.68 Billion
Q2 2023

Dec 19, 2024
SELL
$240.22 - $261.48 $120,830 - $131,524
-503 Reduced 1.41%
35,060 $9.17 Billion
Q1 2023

Dec 19, 2024
SELL
$237.25 - $271.72 $386,243 - $442,360
-1,628 Reduced 4.38%
35,563 $8.9 Billion
Q4 2022

Dec 19, 2024
BUY
$44.74 - $257.0 $93,148 - $535,074
2,082 Added 5.93%
37,191 $9 Billion
Q3 2022

Dec 19, 2024
SELL
$43.85 - $263.28 $26,748 - $160,600
-610 Reduced 1.71%
35,109 $7.7 Billion
Q2 2022

Dec 19, 2024
SELL
$219.07 - $270.08 $347,225 - $428,076
-1,585 Reduced 4.25%
35,719 $8.08 Billion
Q1 2022

Dec 19, 2024
SELL
$251.21 - $285.37 $145,450 - $165,229
-579 Reduced 1.53%
37,304 $10 Billion
Q4 2021

Dec 19, 2024
SELL
$265.81 - $290.54 $169,852 - $185,655
-639 Reduced 1.66%
37,883 $10.7 Billion
Q3 2021

Dec 19, 2024
SELL
$256.44 - $277.04 $1.08 Million - $1.16 Million
-4,195 Reduced 9.82%
38,522 $10.1 Billion
Q2 2021

Dec 19, 2024
SELL
$260.21 - $276.38 $278,945 - $296,279
-1,072 Reduced 2.45%
42,717 $11.5 Billion
Q1 2021

Dec 19, 2024
SELL
$226.3 - $267.93 $99,798 - $118,157
-441 Reduced 1.0%
43,789 $11.4 Billion
Q4 2020

Dec 19, 2024
BUY
$187.77 - $230.69 $249,921 - $307,048
1,331 Added 3.1%
44,230 $10.2 Billion
Q3 2020

Dec 19, 2024
SELL
$174.43 - $196.49 $220,130 - $247,970
-1,262 Reduced 2.86%
42,899 $7.95 Billion
Q2 2020

Dec 19, 2024
SELL
$133.18 - $194.42 $262,764 - $383,590
-1,973 Reduced 4.28%
44,161 $7.85 Billion
Q1 2020

Dec 19, 2024
BUY
$121.75 - $210.58 $484,321 - $837,687
3,978 Added 9.44%
46,134 $6.64 Billion
Q4 2019

Dec 13, 2024
BUY
$185.78 - $206.16 $7.83 Million - $8.69 Million
42,156 New
42,156 $8.68 Billion

Others Institutions Holding IJH

# of Institutions
2,651
Shares Held
1.15B
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
Track This Portfolio

Track Independent Solutions Wealth Management, LLC Portfolio

Follow Independent Solutions Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Independent Solutions Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Independent Solutions Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email