Lyell Wealth Management, LP Ishares Core S&P Mid Cap ETF Transaction History

Lyell Wealth Management, LP

  • $1.09 Billion
  • Q3 2024

A detailed history of Lyell Wealth Management, LP transactions in Ishares Core S&P Mid Cap ETF stock. As of the latest transaction made, Lyell Wealth Management, LP holds 48,775 shares of IJH stock, worth $3.05 Million. This represents 0.28% of its overall portfolio holdings.

Number of Shares
48,775
Previous 50,840 4.06%
Holding current value
$3.05 Million
Previous $2.98 Million 2.15%
% of portfolio
0.28%
Previous 0.28%

Shares

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

Oct 23, 2024
SELL
$57.32 - $62.65 $118,365 - $129,372
-2,065 Reduced 4.06%
48,775 $3.04 Million
Q2 2024

Aug 08, 2024
SELL
$56.43 - $60.79 $230,798 - $248,631
-4,090 Reduced 7.45%
50,840 $2.98 Million
Q1 2024

May 03, 2024
BUY
$56.98 - $284.98 $2.53 Million - $12.6 Million
44,340 Added 418.7%
54,930 $3.34 Million
Q4 2023

Feb 02, 2024
SELL
$232.04 - $279.85 $527,194 - $635,819
-2,272 Reduced 17.66%
10,590 $2.94 Million
Q3 2023

Oct 31, 2023
SELL
$246.15 - $272.4 $611,682 - $676,914
-2,485 Reduced 16.19%
12,862 $3.21 Million
Q2 2023

Aug 04, 2023
SELL
$240.22 - $261.48 $333,425 - $362,934
-1,388 Reduced 8.29%
15,347 $4.01 Million
Q1 2023

May 03, 2023
BUY
$237.25 - $271.72 $4,033 - $4,619
17 Added 0.1%
16,735 $4.19 Million
Q4 2022

Jan 24, 2023
BUY
$44.74 - $257.0 $93,506 - $537,130
2,090 Added 14.29%
16,718 $0
Q3 2022

Oct 24, 2022
BUY
$43.85 - $263.28 $250,164 - $1.5 Million
5,705 Added 63.94%
14,628 $3.21 Million
Q2 2022

Jul 28, 2022
BUY
$219.07 - $270.08 $224,108 - $276,291
1,023 Added 12.95%
8,923 $2.02 Million
Q1 2022

May 04, 2022
BUY
$251.21 - $285.37 $633,049 - $719,132
2,520 Added 46.84%
7,900 $2.12 Million
Q4 2021

Feb 08, 2022
SELL
$265.81 - $290.54 $450,547 - $492,465
-1,695 Reduced 23.96%
5,380 $1.52 Million
Q3 2021

Nov 10, 2021
SELL
$256.44 - $277.04 $109,499 - $118,296
-427 Reduced 5.69%
7,075 $1.86 Million
Q2 2021

Aug 09, 2021
SELL
$260.21 - $276.38 $188,131 - $199,822
-723 Reduced 8.79%
7,502 $2.02 Million
Q1 2021

May 07, 2021
BUY
$226.3 - $267.93 $766,025 - $906,943
3,385 Added 69.94%
8,225 $2.14 Million
Q4 2020

Feb 04, 2021
BUY
$187.77 - $230.69 $908,806 - $1.12 Million
4,840 New
4,840 $1.11 Million
Q1 2020

May 11, 2020
SELL
$121.75 - $210.58 $166,797 - $288,494
-1,370 Closed
0 $0
Q4 2019

Feb 05, 2020
BUY
$185.78 - $206.16 $254,518 - $282,439
1,370 New
1,370 $282,000

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
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