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

Legacy Wealth Planning, LLC

$60.4 Million
Q3 2022

A detailed history of Legacy Wealth Planning, LLC transactions in Ishares Core S&P Mid Cap ETF stock. As of the latest transaction made, Legacy Wealth Planning, LLC holds 1,336 shares of IJH stock, worth $82,832. This represents 0.48% of its overall portfolio holdings.

Number of Shares

1,336

Previous 1,445 7.54%

Holding current value

$82,832

Previous $327,000 10.4%

% of portfolio

0.48%

Previous 0.47%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Nov 10, 2022	SELL	$43.85 - $263.28 $4,779 - $28,697	-109 Reduced 7.54%	1,336 $293,000
Q2 2022 Jul 26, 2022	BUY	$219.07 - $270.08 $9,420 - $11,613	43 Added 3.07%	1,445 $327,000
Q1 2022 May 10, 2022	BUY	$251.21 - $285.37 $96,967 - $110,152	386 Added 37.99%	1,402 $376,000
Q4 2021 Feb 14, 2022	SELL	$265.81 - $290.54 $21,796 - $23,824	-82 Reduced 7.47%	1,016 $288,000
Q3 2021 Nov 22, 2021	SELL	$256.44 - $277.04 $9,231 - $9,973	-36 Reduced 3.17%	1,098 $289,000
Q3 2021 Nov 12, 2021	BUY	$256.44 - $277.04 $9,231 - $9,973	36 Added 3.28%	1,134 $289,000
Q2 2021 Aug 16, 2021	SELL	$260.21 - $276.38 $26,020 - $27,638	-100 Reduced 8.35%	1,098 $295,000
Q1 2021 May 06, 2021	SELL	$226.3 - $267.93 $21,045 - $24,917	-93 Reduced 7.2%	1,198 $312,000
Q4 2020 Feb 12, 2021	SELL	$187.77 - $230.69 $3.04 Million - $3.73 Million	-16,172 Reduced 92.61%	1,291 $297,000
Q3 2020 Nov 03, 2020	SELL	$174.43 - $196.49 $269,145 - $303,184	-1,543 Reduced 8.12%	17,463 $3.24 Million
Q2 2020 Aug 17, 2020	BUY	$133.18 - $194.42 $2.16 Million - $3.15 Million	16,209 Added 579.51%	19,006 $3.38 Million
Q1 2020 May 18, 2020	SELL	$121.75 - $210.58 $2.03 Million - $3.51 Million	-16,648 Reduced 85.62%	2,797 $2.8 Million
Q1 2020 May 18, 2020	BUY	$121.75 - $210.58 $3,165 - $5,475	26 Added 0.13%	19,445 $2.8 Million
Q4 2019 Feb 12, 2020	BUY	$185.78 - $206.16 $3.61 Million - $4 Million	19,419 New	19,419 $4 Million

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

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