Intergy Private Wealth, LLC Ishares Core S&P Mid Cap ETF Transaction History

Intergy Private Wealth, LLC

  • $260 Million
  • Q3 2024

A detailed history of Intergy Private Wealth, LLC transactions in Ishares Core S&P Mid Cap ETF stock. As of the latest transaction made, Intergy Private Wealth, LLC holds 11,745 shares of IJH stock, worth $742,636. This represents 0.28% of its overall portfolio holdings.

Number of Shares
11,745
Previous 11,759 0.12%
Holding current value
$742,636
Previous $688,000 6.25%
% of portfolio
0.28%
Previous 0.29%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 17, 2024
SELL
$57.32 - $62.65 $802 - $877
-14 Reduced 0.12%
11,745 $731,000
Q2 2024

Jul 15, 2024
BUY
$56.43 - $60.79 $56 - $60
1 Added 0.01%
11,759 $688,000
Q1 2024

Apr 24, 2024
BUY
$56.98 - $284.98 $535,953 - $2.68 Million
9,406 Added 399.91%
11,758 $714,000
Q4 2023

Jan 11, 2024
SELL
$232.04 - $279.85 $36,894 - $44,496
-159 Reduced 6.33%
2,352 $651,000
Q2 2023

Aug 11, 2023
SELL
$240.22 - $261.48 $3,603 - $3,922
-15 Reduced 0.59%
2,511 $656,000
Q1 2023

May 03, 2023
SELL
$237.25 - $271.72 $28,707 - $32,878
-121 Reduced 4.57%
2,526 $631,000
Q4 2022

Jan 18, 2023
SELL
$44.74 - $257.0 $7,292 - $41,891
-163 Reduced 5.8%
2,647 $0
Q3 2022

Oct 18, 2022
SELL
$43.85 - $263.28 $1,578 - $9,478
-36 Reduced 1.26%
2,810 $616,000
Q2 2022

Jul 13, 2022
SELL
$219.07 - $270.08 $24,535 - $30,248
-112 Reduced 3.79%
2,846 $644,000
Q1 2022

Apr 25, 2022
SELL
$251.21 - $285.37 $1.62 Million - $1.84 Million
-6,461 Reduced 68.6%
2,958 $794,000
Q4 2021

Feb 17, 2022
BUY
$265.81 - $290.54 $2.5 Million - $2.74 Million
9,419 New
9,419 $2.67 Million

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

IJH Quotes by TradingView
  • Ticker IJH
  • Sector ETFs
  • Industry ETFs
More about IJH
Track This Portfolio

Track Intergy Private Wealth, LLC Portfolio

Follow Intergy Private Wealth, 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 Intergy Private Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Intergy Private Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email