Lumature Wealth Partners, LLC Ishares Core S&P Mid Cap ETF Transaction History

Lumature Wealth Partners, LLC

$168 Million
Q2 2023

A detailed history of Lumature Wealth Partners, LLC transactions in Ishares Core S&P Mid Cap ETF stock. As of the latest transaction made, Lumature Wealth Partners, LLC holds 288 shares of IJH stock, worth $15,796. This represents 0.04% of its overall portfolio holdings.

Number of Shares

288

Previous 288 -0.0%

Holding current value

$15,796

Previous $72,000 4.17%

% of portfolio

0.04%

Previous 0.04%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Aug 10, 2022	SELL	$219.07 - $270.08 $11,391 - $14,044	-52 Reduced 15.29%	288 $65,000
Q1 2022 May 13, 2022	SELL	$251.21 - $285.37 $17,584 - $19,975	-70 Reduced 17.07%	340 $91,000
Q4 2021 Feb 10, 2022	SELL	$265.81 - $290.54 $17,543 - $19,175	-66 Reduced 13.87%	410 $116,000
Q3 2021 Oct 29, 2021	BUY	$256.44 - $277.04 $12,309 - $13,297	48 Added 11.21%	476 $125,000
Q2 2021 Aug 10, 2021	SELL	$260.21 - $276.38 $41,633 - $44,220	-160 Reduced 27.21%	428 $115,000
Q1 2021 May 11, 2021	SELL	$226.3 - $267.93 $38,923 - $46,083	-172 Reduced 22.63%	588 $153,000
Q4 2020 Feb 08, 2021	BUY	$187.77 - $230.69 $142,705 - $175,324	760 New	760 $175,000

Others Institutions Holding IJH

# of Institutions

2,652

Shares Held

1.15B

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

Track This Portfolio

Portfolio Update

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

News

Stay updated on Lumature Wealth Partners, LLC with notifications on news.

Account

Lumature Wealth Partners, LLC Ishares Core S&P Mid Cap ETF Transaction History